Older clients boost book valuesBY KARREN VERGARA | THURSDAY, 13 JUN 2024 12:38PMA client book full of older clients are fetching a higher premium compared to last year, new advice practice valuations show. Related News |
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Featured Profile
Shail Singh
LEAD INVESTMENT AND ADVICE OMBUDSMAN
AUSTRALIAN FINANCIAL COMPLAINTS AUTHORITY
AUSTRALIAN FINANCIAL COMPLAINTS AUTHORITY
To be successful as Australian Financial Complaints Authority's (AFCA) lead ombudsman for investments and advice, one requires empathy, impartiality, and rationality. Shail Singh shares how he also uses legal and financial advice expertise to help consumers, small businesses, and member firms. Karren Vergara writes.
