Financial Advisor
The American financial planning industry is currently running a campaign to promote retirement savings. In typical US fashion it’s all about ‘hitting the number”, having enough capital in order to retire. I was reminded by a new client the other
The recent white paper on retirement reform has prompted many financial advisors to try and qualify / quantify their value proposition in order to substantiate their fees. However financial advice is not a simple commodity, which can be compared, priced
One of clients used an aeroplane analogy in describing the management of his investment portfolio. He considered himself to be a passenger on an aeroplane being flown by the asset manager with my role, as his adviser, as steward. This