Latest / Challenge the Standard in Financial Advice
S9E5 Ethics of Portfolios
Continuing this season's theme of asking 'yeah, but who's it for?', this week we explore some of the ethical considerations advisers have around investment portfolios.
Leaving aside Jordan's regulation soapbox-upon-soapbox ranting around the annoyingly lazy and central role 'FUM' still has in advice businesses, he and Nathan cover:
Paying DIY client's due respect for the portfolio they've built over time - even if it clashes with your own views on what's they 'should' have done.
Why what a client 'wants' and what they 'need' can differ - and who's call it really is.
How the combination of our…
The skinny
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