Find Jobs
Hire Freelancers

Personal Wealth Management

$30-250 USD

Closed
Posted over 13 years ago

$30-250 USD

Paid on delivery
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.
Project ID: 803384

About the project

9 proposals
Remote project
Active 14 yrs ago

Looking to make some money?

Benefits of bidding on Freelancer

Set your budget and timeframe
Get paid for your work
Outline your proposal
It's free to sign up and bid on jobs
9 freelancers are bidding on average $304 USD for this job
User Avatar
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
$190 USD in 5 days
3.8 (38 reviews)
5.4
5.4
User Avatar
Hi! I am an experienced MBA with professional Market research skills. Please see PM for my samples. Thank you! Best Regards, Shubhra Kumar
$500 USD in 7 days
4.9 (8 reviews)
5.1
5.1
User Avatar
Hello Please See PMB.
$500 USD in 10 days
4.6 (6 reviews)
4.0
4.0
User Avatar
Finance and research expert...Lets get this done! Please read pmb!
$250 USD in 10 days
5.0 (2 reviews)
3.4
3.4
User Avatar
Hello....Ready to start....Let's check my PM....Thanks....(((((((Nidagold))))))))
$250 USD in 5 days
5.0 (1 review)
1.9
1.9
User Avatar
Hi, I am interested in this project. Pls check PM
$250 USD in 2 days
4.6 (1 review)
1.7
1.7
User Avatar
check pm for details
$250 USD in 20 days
0.0 (0 reviews)
2.4
2.4
User Avatar
Hello there, Please view PM
$400 USD in 10 days
0.0 (0 reviews)
0.0
0.0
User Avatar
Please kindly check your PM
$400 USD in 7 days
0.0 (0 reviews)
0.0
0.0
User Avatar
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.
$250 USD in 5 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of AUSTRALIA
Castle Hill, Australia
4.6
4
Payment method verified
Member since Sep 9, 2010

Client Verification

Thanks! We’ve emailed you a link to claim your free credit.
Something went wrong while sending your email. Please try again.
Registered Users Total Jobs Posted
Freelancer ® is a registered Trademark of Freelancer Technology Pty Limited (ACN 142 189 759)
Copyright © 2024 Freelancer Technology Pty Limited (ACN 142 189 759)
Loading preview
Permission granted for Geolocation.
Your login session has expired and you have been logged out. Please log in again.