06/04/2015

The 'sweet-spot' of annual relationship manager interactions

The report, entitled Hanging in the Balance: Conversations with the Futurewealthyand takes into account the views of 3,113 investors, has found that when interaction levels dip below this level, clients are more likely to give a negative review of their e

06/03/2015

Does the weak euro matter?

Currency swings are, by their nature, linked to macro-economic factors and are therefore difficult to predict in an accurate and timely fashion.