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Wealth Professional | 29 Sep 2015, 08:15 AM Agree 0
New research from a global asset manager reveals just how big a return you’ll need to deliver to meet client expectations, and it ain’t 6%
  • Murray Schultz | 29 Sep 2015, 11:35 AM Agree 0
    I find it interesting that corporate investors see their opportunity costs as something in the range of 15% while private retail investors are lucky to get 6% but need +9%, post tax. There is a huge disconnect between the types and quality of investments the average "financial advisor" and his/her company will provide and the real opportunities available on the street. Some second mortgage investors are getting upwards of 15% (net before taxes) through their mortgage brokers, for example. While risk and reward tend to go hand-in-hand, the truth is that a well managed portfolio minimizes risk while increasing returns - isn't that what investors are paying the middlemen for? Otherwise, they are simply glorified account clerks.
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