I would like someone to complete research on current websites across USA, UK, Canada and Australia that provide personal wealth management advice (personal financial planning). Importantly, I do not want research on banks or established mutual and investment companies who are simply highlighting their services.
The core attributes in the websites is
Their ability to provide advice in 'plain english'
Websites that are different to major companies (eg banks and mutual companies)
Popularity, why are they popular
How do these websites make money, eg purely on advertising, signing people up to newsletters, transactions etc
I will leave it to the winning bidder to provide a report. however, I would expect that the report would include
website address, key attributes, what is appealing, what is not appealing, a score or guide to simplicity and how does it make money.
Hello cgeswills,
I am bidding with confidence here in this excellent research project! Please see PM for my detail message and sample work report to you.---Regards
I have worked with a KPO and have handled the similar work. Also, being a chartered accountant, I have knowledge on wealth management. Moreover, I had also worked with equity research company and have managed portfolio of various HNI clients.