Giving advice
The groundswell of philanthropic giving provides new challenges for those providing advice, Simon Mumme reports. The inherent goodwill underpinning philanthropic advice does not come without potential pitfalls. “We must understand clients’ objectives and not throw products at them,” Bruce Christie, a financial planner with Centric Wealth says. “We’re selling advice, not products.” Christie says that
November 01, 2007
Investment