The report found the IRS is one of the lowest performing federal agencies in terms of customer service, answering only 29% of their 2019 phone calls and failing …
The international wealth management sector is constantly growing and evolving; adapting to the needs of a new generation, and embracing digital technology. Gianpietro Giuffrida from BNP Paribas Wealth Management explains the challenges and the changes that he’s seeing in the wealth management industry today: technological advances, new expectations in customer service from millennials, and price pressures from new regulations like MiFID II.
For a full transcript visit: https://www.worldfinance.com/videos/italian-wealth-managers-respond-to-new-regulations-and-millennials
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Today, more than 51 percent of US wealth is controlled by women. But of women with financial advisors, more than half feel their advisor doesn’t listen to them, …
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