It is important for advisers within a firm to share information about client’s needs

Tuesday, October 3rd 2023, 3:51PM

Advisers have been reminded they need to be careful about forecasting market performance, especially during times of market volatility after the Financial Services Complaints (FSCL) ordered a firm to pay $133,000 for money lost when advice went awry. [READ ON]

Tags: Advisers

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