Key Areas of Focus for Wealth Management Firms in 2018

Wealth management firms need to constantly evaluate and adjust to the shifting landscape as economic, political and other factors affect markets and investment outlooks. We have outlined some focal points that firms should consider as they provide their clients with support and strategy to address the market in this ever-changing world. 

The key areas for 2018 outlined includes:

Communicating investment beliefs is key

Finding governance structure that fits

Monitoring your Rep-as-PM

Optimizing through partners

Seeking alpha via ESG

Implementing risk reducing strategies

Considering broader mandates 

Improving after-tax returns

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