Redefining advice to meet client goals

In a video interview, Vineet K Vohra, CFA, of Arete Financial Partners says a better understanding among bankers of clients’ goals – and aligning portfolios accordingly – will drive more holistic advice, rather than the focus on short-term compensation.

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1. What are the components of providing holistic advice to clients?

2. How can we move away from commission-based to fee-based models?

3. Will clients embrace this change?

4. Will regulations such as CRS help build trust in the industry?

5. How can we make portfolio construction core to the offering?

Video transcript

1. What are the components of providing holistic advice to clients?

2. How can we move away from commission-based to fee-based models?

3. Will clients embrace this change?

4. Will regulations such as CRS help build trust in the industry?

5. How can we make portfolio construction core to the offering?

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