Latest News - Jacob Bernbaum
Wealth firms missing private client impact investment boom
The number of people actively considering the impact of their investment choices has rocketed in recent years from 9% to 15%
A 17-year-old's perspective on Brexit
Jacob Bernbaum has just finished the first year of his A-levels and is worried about his future, as politicians fail to make any meaningful progress on Brexit.
What Quilter/Lighthouse tells us about consolidation wave
Since the beginning of this year at least 14 deals have been announced but how do valuations in the financial advice and wealth management sector look like?
Why are so many wealth managers desperate to pack it in?
Increased regulation, Brexit, short-termism - with so many pressures piling up, it comes as no surprise wealth manager job satisfaction is on the decline.
Top 30 under 30: how wealth firms can appeal to young talent
The young guns of 2019 tell us industry’s boorish and boring image must be tackled.