The current global pandemic has given financial advisers the opportunity to demonstrate their value to clients and, in this piece, Tim Sargisson explores what the real value of financial advice is...
As we emerge blinking into the light after the ravages of the coronavirus recede there is no doubt that your support for clients over the next few months will be more vital than ever. The best advisers today understand that their value to clients is not tied to fund picking or investment performance. To illustrate this point the FTSE 100 fell by 26% in early March, which, according to Nucleus data, led some investors to pull out of equities and into historically ‘safe haven' assets. The platform provider's data shows a switch back to more equity-dominated funds in April. However, the ...
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