65 - The Metrics That Matter
TRAP: The Real Adviser Podcast
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Skepticism in Investment Management
This chapter critically evaluates the performance of investment funds over three years, highlighting the challenges and skepticism surrounding active fund management. The speakers analyze a new startup in wealth management, questioning its long-term viability and profitability amid the broader industry's focus on cost-cutting. Additionally, they explore the complexities of financial advisory services and the importance of trust and profitability in fostering successful client relationships.
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