Wealth Management
MIDTERM EXAM (Week 6) Wealth Management Midterm-Case Study: Nest Wealth Management, Inc FIN 736 SYS Fall 2019 Nest Wealth Asset Management-the Midterm is due Tuesday October 29, 2019 at 7pm EST. Please respond to the following questions each worth : Question 1- In 2015, what are the primary challenges facing the Canadian wealth management marketplace Which of these are the most critical for Cass to keep in mind as he reviews his options? (20 points) Question 2-How are the traditional competitors positioned against these market forces? What are their strengths? What are there vulnerabilities? (20 pints) Question 3- How is Wealthsimple positioned against these market forces? What are its strengths? What are its vulnerabilities? (20 pints) Question 4-How is Nest Wealth positioned against these market forces? What are its strengths? What are its vulnerabilities? Question 5- What are the criteria that Cas should use to evaluate each option? Which option represents his best opportunity?