5 days ago
Wealth Management: Both Easier & More Complex Than It Ever Was
Attending the Communify Fincentric Experience 2025, Michael Smith, EVP - Business Development, Communify Fincentric spoke to FinextraTV about the seemingly conflicting outlook of the current wealth management industry. In some sense, Smith believes, there are more tools to make the process easier but, at the same time, it is harder than ever to be successful. Diving into client requirements and the definition of a good product, Smith provides his expert analysis of the situation.
