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The price of professionalism
by Tony Vidler.It has been fascinating watching and following some industry debate recently regarding the outcome of a recent court case against a NZ adviser. By all accounts the adviser had largely done the job expected of him, though the office paperwork was a bit footloose some years ago. Then upshot was that a client […]
by Tony Vidler. Financial advisers safely relying upon third party (independent) research to defend product recommendations is a myth. Many currently believe that through the simple act of out-sourcing product research, and then relying upon the research houses rating of a product, is in itself a recommendation of suitability for clients. Product research houses themselves go […]