Goals based advice may be a new phrase for some, but it addresses an issue that’s been around for a long time – namely, connecting a client’s individual goals directly to strategies and their portfolio. So, what' are we talking about? Read more....
Short and sharp correction or more malaise to come? Threat or opportunity?
Jamie Williamson with the IFA, writes "financial advisers making the switch to goals-based advice must ensure they are adequately covered with professional indemnity insurance."
With reference...
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