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The IFA of Wall Street

Granted, it doesn't quite have the same ring to it as the Hollywood blockbuster. But glamorous or not, the work of the IFA remains essential

26 August 2015

What do IFAs know about investments?

This was the closing remark a local stockbroker made on being informed that a client's portfolio was being transferred to our management.

The short response is, plenty; but a more helpful answer might be to compare what IFAs and stockbrokers (or discretionary fund managers) do for their clients. The two are very different.

First of all, it's worth mentioning perceptions.
It must be admitted that financial advisers have suffered from a poor profile for a long time, which still lingers for some despite great strides being made in recent years.

Stockbrokers on the other hand, tend to be associated with sharp suits, big money and the City. Of course both images are hopelessly inaccurate, but nevertheless, Hollywood films are made about Wall Street, not IFAs. Even m...

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