Are Advisers Compliance Fears Costing Them Clients?
September 07, 2015 at 07:00 AM EDT
If there is one area that continues to bug me about advice process it is the “Scope of Service” documents that are used by so many advisers. Too often they are just rubbish. If I was a consumer I wouldn’t engage the adviser either on the basis of the menu of “services” offered a lot […]