David Mulholland: Understanding vulnerable clients' needs

Health, Life Events, Resilience and Capability

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David Mulholland: "Education and enablement of decision making forms part of the essence of good financial planning."
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David Mulholland: "Education and enablement of decision making forms part of the essence of good financial planning."

As the regulator sharpens its focus, David Mulholland explores advisers' responsibilities when it comes to identifying and assisting clients deemed as 'vulnerable'

Supporting clients in difficult circumstances is a core element of the financial services industry. From insurance products to financial planning and investment services, a significant part of our industry...

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