Adviser/client tensions during the 2008 Global Financial Crisis, elevated client risk aversion, tighter compliance standards under the FOFA regime and more recently, highly publicised scandals involving financial advisers and the push for higher professional standards, have highlighted the need for a more client-centric approach to the financial advice process.
On the back of our recent conference, Jamie Williamson from Financial Standard reports that "despite growing popularity of the goals-based advice model, financial advisers are...
Short and sharp correction or more malaise to come? Threat or opportunity?
It is not easy being a financial adviser. As fund managers it is our job to deliver the best
returns we possibly can with the mandate...
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