EXCLUSIVE: International Perspectives On Client Onboarding: Takeaways From Thought-Leadership Roadshow - Part 1
Wendy Spires, WealthBriefing, Head of Research, London, 2 December 2014
Here we present reflections from the recently issued WealthBriefing research report on onboarding - produced in conjunction with Appway, SIX Financial Information and KPMG.
Round Table
On 24 October 2014, leading industry experts met at Vestra Wealth's offices in the City of London to discuss the findings of this exciting new research report and to discuss the many challenges onboarding has for both the advisor and the client.
In Cooperation with:
