What's Up in finance?

Can I switch from my current adviser to Upstream?

Yes. In a recent study by Vanguard into reasons why clients left their advisers, it was discovered that a lack of communication topped the list, whereas portfolio performance came in near the bottom. Clients expect their financial advisers to listen to their needs and take proactive steps to keep in touch. If you have lost touch with your adviser and would like to benefit from our professional support, let us know and we will be happy to take care of the necessary arrangements for you.