"We trust that you will avoid using harsh language and will refrain from making unsubstantiated allegations against individuals and firms. Your constructive feedback and opinions are very valuable to all of us in the industry. "
The article is very informative.This article is an eye opener on the continuation of the services to the next of kin by the existing IFA.
actually I am a new arn holder. I never think so.very good idea,absolutely it is helpful to. me. thnks to you.
the younger generation is on a trip of its own. they like trendy and swanky stuff, including financial advisors. There being no contact , though there is a link, they trust their own judgement and advisors. Fathers advisor is a stranger !
Actually these are the things which we knows but need to be reminded ourself as we are always carried away with the business which comes to us & forget to rebalance our business. Thanks to WF for a good article.
Very insightful...