From 2 Sep, Citigold clients can opt for a wrap-fee based service, which reduces the front-end transactional cost to better align client/adviser interests. This is offered to those with $1 million to US$10m of investments under management. Instead of the front-end sales charges or commissions, they will be billed annual fees on the portfolio under management (including structured notes, bonds and unit trusts).  A significant change of trend perhaps? Read it all..

Bookmark It

Hide Sites

“All roads do not lead to Rome.”

Being a Financial Adviser is not the be all and end all, in fact there are different routes in the Financial Advisory Business. What you eventually take depends on what you want out of life, your talent and passion.

Are you someone who really enjoys the challenge of “climbing the corporate ladder”? Are you someone who wants to be the person in charge, make your own decisions? Do you feel you have leadership qualities inside you? These questions need to be answered before you can really decide whether you are better suited to the Financial Adviser Career, as a Practitioner or Financial Services Manager or go along the Corporate path.

Read it all..

Bookmark It

Hide Sites