
The Pitfalls of Investment Reports: What I Learned as a Wealth Manager
During my career in banking and wealth management, I quickly discovered a painful truth: most investment reports were hard to digest, overly technical, and, often, not actionable. This posed a real challenge. While the data was often accurate and the insights valuable, the reports themselves were cumbersome and not designed with clarity or action in mind. Over time, I recognized a critical need to transform how these reports were created and consumed. Here’s what I learned from my experience: 1. Written by Industry Experts, But Not Always for the Business Community Investment reports are typically written by industry experts