Please note: This case study is to be read in conjunction with Assyat David’s article, “Determining the right investment structure for clients”, on pp 28-29 of the May 2012 edition of Professional Planner.
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Advice quality improving, but ‘exceptional’ advice remains elusive
The quality of advice continues to improve rapidly, with “poor” and “very poor” advice dwindling, and a new analysis suggests that even though “exceptional” advice remains elusive it’s a legitimately aspirational goal for advisers prepared to put in the effort to go the extra mile.
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