Chasing Returns In The Retirement Game

Over a business lunch recently, one senior gentleman was relating to me on how his private banker tried to sell him a financial product. It was an equity-based investment meant to give a certain [...]


The Confession of a Financial Adviser

“If you buy insurance products like a whole life plan, you’re paying to be served a plate of garbage that in fact if you eat, you’ll have financial poisoning”. This is what CNBC personal finance [...]


Can You Still Trust Wealth Management?

As wealth managers, are we still taking time to truly understand clients’ needs? Whatever happened to the consideration to recommend what is best for clients’ profitability? Where is that fiduciary [...]