Entries by Lora Woodward
How Should Investors Respond to Political Uncertainty?
A video of George Kinder interviewed in London by Robin Powell.
The kind of annual client meeting you want to experience
Illuminate/Nucleus Michael Fair-weather February 2017 Someone told me five years ago to stop going on about George Kinder’s approach to life planning and start doing it for clients. Great advice! I’ve just got back from a client meeting and was really delighted with the progress a couple with a young family have made since they became […]
Advisers that do not embrace a less finance-centric approach to their work will struggle to comply with a best interest duty, says the father of the ‘life planning’ movement
IFA George Kinder February 2017 In an interview with Morningstar India, Mr Kinder, a veteran financial adviser in the US and founder of the Kinder Institute of Life Planning, said that considering financial concerns of clients alone will not be sufficient to meet fiduciary tests imposed in a number of countries by law. Read more.