Tag: Janet Yang

Client relationship management (CRM) has always been the cornerstone of success in wealth management, driving personalised support and client retention.

When you’re young, the idea of retirement seems like a far-off dream, and preparing for it can wait until tomorrow. However, the sooner people think about it, the better. With access to digital financial services apps and the ability to ask the internet a myriad of questions about finance, it seems younger generations are becoming more financially aware than ever before.