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There is not one simple answer to all the questions surrounding offshore investment, which makes input from independent financial advisers crucial to the development of a sound diversification strategy for retail investors.
IRESS, a leading supplier of innovative technology for financial markets, wealth management and the mortgage industry today announces it has successfully migrated all Namibian equity stock brokers to IRESS trading solutions for all of their trading activities.
Gone are the days when it was alright to sell the consumer an off-the-shelf financial product. These days consumers are increasingly looking for more transparency. They want to understand why the product is relevant to them, and how it will help them achieve their long-term goals.
Financial advice will be your best product ever in the future, and the best thing is that you can decide what this product looks like. This was the sentiment that opened the 2015 Financial Planning Institute’s (FPI) Retirement conference.
The strongest deterrent against FSP compliance missteps is or should be: