How easy is it to change your Adviser or Wealth Manager?

We often meet potential clients who have existing financial advisers or wealth managers looking after part of their portfolio.  For one reason or another these individuals may not be completely satisfied with their existing arrangements, but as is human nature, they may be reluctant to make a change, especially one as important as appointing a new wealth manager.

Within this article we look at the common issues that lead individuals to seek a new adviser, and address the concerns that can arise when making the decision whether to commit to change.

How easy is it to change your Adviser or Wealth Manager?

Investment Strategy Quarterly – October 2017

October’s Quarterly Investment Strategy, produced by the Raymond James Investment Strategy Committee is now available.

This issue features the following:

  • Investment Strategy Committee Meeting Recap
  • Is the Bank of England on the Cusp of Tightening Policy?
  • Federal Reserve Policy: What’s Next?
  • Setting a Legacy: Mrs Merkel and the Future of Europe
  • Low Volatility: All Quiet on the Market Front?
  • Thinking about Q4: Should we Expect the Usual Seasonal Strength?
  • Q&A: US Company Consolidation

Click here to read the latest issue.