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The High Risks in Low Returns

Low investment returns pose significant risks for investors, and their advisors. Their returns may not be sufficient to achieve their financial goals. But if they then go ‘chasing yield’ they can fall down the mineshaft of illiquid assets and become trapped. Hundreds of thousands of investors in the United Kingdom are living that pain right…

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Global Financial Advice is Becoming More Suitable

Suitability standards continue to spread around the world, with Canada enacting its ‘Client focused reforms’ in October. The new Canadian rules codify how know-your-client, know-your-product and suitability determinations should be applied. Meanwhile, in the United Kingdom new executive accountability rules are giving sharp teeth to any bite from the regulator as it enforces the MiFid…

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Risk Conversations Only Tell Half of The Story

A skilled advisor can learn a lot about a client’s risk experiences and attitudes in a conversation. But it may only be half of the story they need to know. There is other critical information that won’t come to the surface that way — to drill-down to it, you need to use scientifically rigorous testing.…

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Advising Clients With Diminished Capacity

Dealing with a client with diminished financial capacity is an inevitability for most financial advisors. But it’s sometimes done in an unstructured or ‘seat-of-the-pants’ way, which can leave both advisor and client exposed to risks.  One of the best protections, for both sides, is the client’s stated goals, values and financial plan. These provide a…

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