Insights

Our latest thinking on the issues that matter most to IRMs and Wealth Owners. Visit this page regularly for insights, case studies and other useful resources.

Featured

“Rapid ascent for WELREX – thoughts on business models, Consumer Duty, and more”

Updated WELREX profile published by WealthBriefing following WELREX® Founder and CEO Yevgeni Agerd and Chief Marketing Officer Joe Clift interview with Tom Burroughes, Group Editor.

How to become a successful IRM

The WELREX® “elevator pitch” for Wealth Relationship Managers

How WELREX® changes the game for Wealth Owners

The era of the Independent Relationship Manager is here

Article series – How to become a successful Independent Relationship Manager 1

Article series – How to become a successful Independent Relationship Manager 2

Article series – How to become a successful Independent Relationship Manager 3

The freedom to work on your own terms

Growing your client base with confidence

Empowering the client to make the best choice

Blogs and articles

WELREX reflections on Cap Gemini’s World Wealth Report 2024

“Rapid ascent for WELREX – thoughts on business models, Consumer Duty, and more”

Customer Experience: the next differentiator in Wealth Management

WELREX joins global elite with double win at WealthBriefing European Awards 2024

Data, dashboards, and digital wealth

Evolving the WELREX investment process – and a practical application in China

The surprising place for value in the Bond Market

An industry ripe for seismic change

Ten Takeaways from Buffett’s Annual Letter to Shareholders

The “new abnormal” is set to continue. There are important implications for Wealth Management

Market Commentaries

Market Commentaries

2024 Investment Outlook – Rocky road ahead may be paved by the Fed’s interest rate cuts

Market Commentaries

Should the Fed just live with 3% inflation and move on?

Market Commentaries

Why is the Stock Market ignoring the Fed?

Market Commentaries

The Fed hikes rates and suggests a pause, but is still fighting the last war

Market Commentaries

Future Fed rate hikes: Damned if they do and damned if they don’t

Market Commentaries

Less hawkish Powell signals end of rate hike cycle is near

Market Commentaries

Investment Outlook 2023

Market Commentaries

The Fed Says It’s Not Pausing: Fighting Inflation Is Job #1

Market Commentaries

Hawkish Powell steers U.S. economy closer to recession

Market Commentaries

Stocks climb wall of worry as Fed raises rates again, US GDP shrinks

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