Opinion

When a client isn’t a rational investor

Having a deeper – and sometimes uncomfortable – conversation with clients about their investment beliefs and the assumptions they are making can effectively clear the air and avoid the conflict experienced in encouraging clients to do 'the right thing', Paul Moran writes.
Opinion

What does self-regulation look like?

The financial advice industry has found itself in a frustrating position of having rules and regulations imposed by people who are fundamentally disconnected from financial planning. Paul Moran thinks he's got a way out.