Category: Trusts

Who owns, controls and influences your financial adviser?

In an excerpt from his forthcoming book, provisionally entitled “Unmasking Your Adviser: 8 Essential Questions to Reveal If Your Adviser Actually Cares”, Ian King writes about the importance of who owns, controls and influences a financial advice/planning firm. While most advisers and planners are competent, well-meaning people who genuinely want to help their clients, there […]

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