The Seven Deadly Sins of the Wealth Management Industry

“According to Roman Catholic theology, the seven deadly sins are the primary feelings or behaviors that inspire further sin. The misaligned incentives of the wealth management industry roughly correspond to those deadly sins, and knowing them is essential to being a wise consumer of financial services. Once you understand what drives the wealth management industry, you can better choose which advisors to work with, evaluate their advice with clear eyes, and push back as necessary.

Click here for the seven deadly sins of the wealth management industry.”

(Source: Forbes, Inc.)
8-minute read.