opinion

'Mistakes and misunderstandings can be costly'

'Helping clients understand, prepare for and navigate uncertainty'

'Financial planning isn't about chasing returns. It's about how everything fits together'

'Better-informed clients tend to give better-informed answers'

'Here is the odd thing about ongoing advice. The better it is done, the less of it the client sees'

Second in a three part series

'Quite a few firms seem to be caught somewhere between awareness and implementation'

'Taxable accounts are a significant barrier to further MPS adoption'

Expect a post-election pop

'The strongest position is an attractive, prepared practice whose owner has choices'