Category: CLARITY

The Transformation of the Wealth Management Industry

Clients have been showing their dissatisfaction with traditional wealth management platforms. Market volatility during the past 15 years has damaged trust. New products and services are not enough. We believe established business models are mostly incapable of delivering true advisor-client interest alignment.

What Clients Want

What a client wants is not always what the client needs: Is there a line between “servicing” and “coaching?” How do we define and cross the knowledge asymmetry-divide in an industry in which what an advisor/ broker/ firm rep. is incentivized to do is not exactly what the client needs. In sum, how does the investor-client judge “quality.” Does he trust too much?