Will clients ‘shop around’ more for wealth managers in the future?
October 14, 202421m 42s
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Show Notes
Clients suffer from far too much inertia, and the younger generation will be much more likely to switch wealth managers – according to Shiv Gossain, CEO of AR Wealth Limited. In this week’s episode, we speak to Gossain, who founded AR Wealth Limited after leaving UBS last year, about consolidation in the industry, the future of AI, and the service levels clients should expect.