65 - The Metrics That Matter
TRAP: The Real Adviser Podcast
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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