Senior couple talking with financial advisor

A senior couple sitting down with a personal consultant, perhaps a financial advisor to discuss their retirement plans, or maybe a realtor or insurance agent.

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financial advisers top clients

How to reward your top clients

Points make prizes for advisers’ best customers who could benefit greatly from their show of loyalty A fancy night out, “free money” in the form of tax breaks, a gym membership or avocados delivered to your doorstep. These are just some extras advisers have used to reward their best clients. But with some arguing that […]

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Jason Broomer: Putting philosophy behind fund selection

Fund managers with a solid investment philosophy can identify their edge and the environment in which they will flourish My last column highlighted the weakness in relying on past performance in fund selection (weakness is putting it politely). I then provided an overview of some of the more qualitative factors advisers should consider when analysing […]

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