As wealth managers, are we taking time to understand clients’ needs? What about the fiduciary duty of putting clients’ interest first?” In this article, Chris challenges investors to stand up to the bad practices of those who focus on personal and corporate profits and targets. He also clarifies what investing truly is – not speculation in a short term but holding on to a long term view and investing using a diversified asset allocation strategy. Read more in the article!

If what the client wants coincides nicely with what he needs, then there wouldn’t be a need for financial advice, says Chris. Read Chris’ advice on how clients should not give in to financial misconceptions and how he advocates that wealth management firms’ focus should be taking care of clients’ interests, and not the company’s bottom line.

If you want to journey into the “financial jungle”, you need to know that like walking in the mountains, there is no way you can reach your objective in a straight-line approach. One must be prepared for occasional fluctuations as this is the way of the “jungle”. Read more in this interesting article about the similarities and investment lessons Chris has learnt from Nature…

“If you buy insurance products like a whole life plan, you’re paying to be served a plate of garbage that in fact if you eat, you’ll have financial poisoning.” Read the article to see how this is true.