Financial advisers are overestimating the average investor’s knowledge of financial markets and this has been reflected in a recent survey by Accenture. And although the survey was conducted in the USA, Claudio O. Pannunzio president and founder of US based i-Impact Group believes the findings have global ramifications, especially in sophisticated mature markets such as …
Permanent link to this article: https://i-impactgroup.com/blog/?p=151
May 21, 2013 Social media is one of the most cost effective and direct ways for advisers to target high net worth individuals, according to one marketing expert.Founder of i-Impact Group, Â Claudio Pannunzio, said that a recent study of customers in the US with more than $100,000 to invest found that nearly all of them …
Permanent link to this article: https://i-impactgroup.com/blog/?p=139