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How do you know your financial advice is suitable?
by Tony Vidler        Knowing that your financial advice is suitable for a client is something that every professional adviser is willing to attest to, but proving it when challenged can be incredibly dificult. Advisers are increasingly being challenged and therefore seeking assurance that their practices are robust and will withstand such scrutiny.  Whether that scrutiny […]
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Beware of…well…just beware when giving advice!
by Tony Vidler        Times have never been more dangerous for giving advice..and it is a time for financial advisers themselves to beware of consumers.  Well, perhaps not consumers per se, but certainly all the interested parties who say they represent consumers interests.  It is not just the increasing oversight from regulators and professional scrutiny from […]
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How can you be sure your advice passes the test?
by Tony Vidler        The perpetual worry for financial advisers in the often over-regulated environment is “how can I be sure that my advice will pass the test?”   The concern is understandable given that policymakers typically do not understand the difficulty of applying any sort of objective assessment of suitability to professional opinions – which […]
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