|
The best time ever for AFAs |
|
|
David Greenslade | Strategi | 03 September 2013
The last two years should, in theory, have been the most profitable ever for New Zealand Authorised Financial Advisers (AFAs), with new clients clamouring for advice and existing clients consolidating more of their investible wealth with their advisers. Why has the average adviser missed out on this exponential boom?
In her June 2013 paper "The Third Wave of Financial Advice - Emergent Collaboration",... |
Not yet a Member? It’s quick and free to join. Already a member? Please log in.
© 2013 Portfolio Construction Forum, Brillient Investment Publishing Pty Ltd ABN 19 122 531 337. All rights reserved.
Refer Terms & Conditions of Use.
Similar Articles