Dolfin

Dolfin empowers financial intermediaries to exceed their clients’ expectations and grow their business with security, simplicity and speed.

28/07/2020

Our Q3 2020 investment outlook is now available. As usual, it lays out the latest views, analysis and thematic ideas from our Investment Management team. Click below for access.

https://dolfin.com/investment-outlook/q3-2020-investment-outlook/?utm_source=Facebook&utm_medium=Social%20media&utm_campaign=Q3%202020_landing_Facebook_social

31/05/2020

It is estimated that will make up more than one-third of the global workforce by 2030 – and they are anything but 2.0.

In recent years, businesses have been obsessed with the millennial generation, and while they will remain an important client base for many for decades to come, forward-looking businesses are adapting to cater to their successors, .

Nick McCall, Dolfin's Head of Wealth Management and Dolfin Sales Support Manager, Olexandr Skoryk write about what it’s like to advise Gen Z in Financial Adviser Click below to read the article.

https://www.ftadviser.com/investments/2020/05/28/advising-generation-z/?page=2

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http://www.dolfin.com/

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