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Welcome to the global gathering place for the financial planning profession
More than almost anything, a financial planner needs to be trusted by clients, referral sources and prospects. Trust comes from who you are and what you do: you need to be competent, confident, honest, and place the interests of clients first (avoiding or at the very least, clearly disclosing any conflicts of interests). Continue reading Building Consumer Trust Through Better Communication
Financial planners still have a way to go before we will be widely recognised as professionals. No one could disagree with Martin Bamford that there’s more to it than getting qualifications, signing a code of ethics and doing CPD. Continue reading Professionalism is MUCH more than Exams and CPD
Yes, no, and it depends. Yes, if the fees or commissions are reasonable in relation to the value of the services they provide. No, if the adviser (and let’s include the firm they work for here) is just ‘clipping the ticket’ – whether the ‘clip’ is taken as commission or fees. Particularly so where conflicts of interest exist (as when an adviser claims to be, or gives the impression of being independent when this is not really the case). Continue reading Can Investment Fees From Financial Advisers Be Justified? |
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By Simon Hassan, CFP