The different faces of the modern Financial Adviser
The different faces of the financial adviser changes day-to-day; hour-to-hour and there are many variations. Kobus Wentzel, Head of Distribution at 1Life Insurance explores the face of technology, of the teacher, of advice, of the advocate, of compassion and finally the face of joy.
Gaining trust in a conflicted investment industry starts with openness
While regulations govern how conflicts of interests between clients and financial services providers need to be managed, firms only have one choice: put the customer first, or eventually fail.
