What do clients really want from a financial adviser?
Morningstar research finds that clients are looking for more than help with specific financial problems – and advisers may need to rethink how they explain their value.
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Turn ‘Januworry’ into financial stability: expert advice for 2025
Bertie Nel, Momentum’s head of Financial Planning and Advice, shares why the start of a new year is the perfect time for financial advisers to guide clients toward smarter decisions.
