A message from Canada to UK advisers: don’t get complacent

In 2016, I initiated a complete overhaul of my already successful financial planning practice. As expected, it was incredibly disruptive and very expensive. I knew it would be a hard road, but I was wrong. It was so much worse.

April 2019, from CityWire, a financial advisor magazine based in London, UK.

This article was posted in Ask The Expert.
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