Crowning the customer - the evolution of financial advice

19 January 2020 - 00:00 By Barry O’Mahoney

I had a flashback the other day about working in the financial advice space 25 years ago. Most of the wealthy had their investments spread across a call account at the bank, an investment property and a share portfolio run by a stockbroker.

It's scary to think that people believed their lawyer or accountant was capable of managing their share portfolio for them...

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