Clients happy with advisers’ trustworthiness and knowledge

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The latest Lifeplan ICFS Financial Advice Satisfaction Index shows that investors are satisfied with the trustworthiness and knowledge of their financial advisers, although they feel somewhat pessimistic about the performance of their investments overall. The survey of 418 investors who use financial advisers was undertaken in September by the University of Adelaide’s International Centre for […]

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Top Five Questions Investors Ask

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The GFC and subsequent volatility has increased the number of market presentations my team and I have been asked to do for the clients of financial planners. I thought you’d find it useful if I shared with you the Top Five Most Asked Questions from these presentations. Is the World about to collapse due to […]

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