In the fourth part of a series tracking the experience of a financial planning client, the developing relationship between planner and client is found to be encouraging, but both still need to work at it.
The ClientAugust 22, 2016
Ben Power writes that while some of the financial issues facing the LGBTI community are unique, they are otherwise pretty much the same as those facing the “straight” community.
Ben PowerJuly 20, 2016
Professional Planner readers are invited to help shed light on what makes a great relationship between a financial planner and a client. Katherine Hunt, Brett Freudenberg and Mark Brimble explain.
Katherine Hunt, Brett Freudenberg and Mark BrimbleJuly 20, 2016
Managing performance and relationships is a complicated balancing act in a time of slow economic growth, events like Brexit, and paltry returns on government bonds. Roger Montgomery writes.
Roger MontgomeryJuly 14, 2016
In part thee of The Client’s journey through the advice process, the adviser tackles the issue of risk and protection – and supplies chips and chocolate to smooth the process.
The ClientJuly 14, 2016