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.

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