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Financial Adviser Titles: What’s in a name?
by Tony Vidler        Do financial adviser titles matter?  A good question given the number of advisers who seem to try and elevate their professional positioning by referring to themselves as something other than “a financial adviser”.  You know what I mean….financial advisers who have titles like “Risk Mitigation Specialist” or “Personal Financial Manager”….     Something […]
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Let’s be honest with our honesty
by Tony Vidler        Disclosure is back on the regulatory agenda again, and the rules will undoubtedly be changing yet again.  There is no doubt in my mind that disclosure of costs, fees and conflicts enhances trust and professional credibility.  However, there is also no doubt in mind that disclosure can be taken so far that […]
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