Entries by admin

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.  

Politics could use a dose of life planning

FP Today George Kinder February 2017 In Life Planning we learn communication skills. Some advisers think of it as a way to build their businesses by reaching new markets, or to strengthen their business by retaining the clients that they have. All true. But it’s really about individual freedom. Life Planning begins by listening to oneself, […]

Money Plans Cannot Ignore Life Plans

LiveMint, India January 2017 George Kinder, the founder of Kinder Institute of Life Planning, was in Mumbai recently conducting a session on ‘Life Planning’. The session was attended by many financial planners and advisers who were interested in this approach towards money management. This is a more personalised extension of financial planning (read more about […]