James Brown (ComPeer) gives an overview of the current environment wealth managers operate in and shares the results of extensive interviews conducted with investors to find out what their priorities are for choosing a wealth management firm.
James Brown (ComPeer) gives an overview of the current environment wealth managers operate in and shares the results of extensive interviews conducted with investors to find out what their priorities are for choosing a wealth management firm.
Keep up-to-date with current trends and changes across marketing and financial services is vital in this fast-moving business environment.