Financial Markets and regulations are constantly changing. To stay ahead of the curve (and after years of planning), we’re excited to announce the merger of two experienced firms, Munro Financial and Sentry Financial, into one practice FORTITUDE FINANCIAL.
Following a recent presentation, I thought to grab a couple of very quick snippets. These are both very good examples of past returns reflecting what we can expect for tomorrow – not specifically in terms of the result, but in terms of the journey.
The culture of large asset gatherers (banks) is very different to small advisory firms. Often both will have some very good people working for them, but generally front line staff in the larger institutions won’t have any say over policy or procedure.