THE PROBLEM AND THE SOLUTION
Emergence of the Role of Total Wealth Manager
It was fairly demonstrably clear that there was a very significant problem of alignment of interests by institutions and their customers in the 2008 Financial Crisis Aftermath. They have ceased to be custodians of people's money and became salesmen, selling you everything and not necessarily what's best for your family or for yourself. They have certain targets so they need to find something that will give them a financial return pretty quickly...
Design Driven Financial Planning Services
True Multipurpose Financial Planning does not seek to re-order your priorities for a sales target. Rather, it focuses on achieving your financial objectives and targets. Explore an array of financial products across multiple global exchanges, more than 40,000 financial products ranging from life & general insurance products to wealth management solutions. One relationship is all you need for your tailored financial planning experience.
Your Financial Planner
Take your time. There is no rush. Only agents with tied affiliations will say their company is best. Products are just products and the environment is constantly developing. There is no best of all time, just the best at that point in time. But it matters who you choose to work with to focus on what is meaningfully relevant to you.