Citywire South Africa poses a question to its adviser community every month and features answers from several wealth managers and financial advisers in an article. See last month’s edition on two-pot strategies here.
Financial advisers and their clients will not always see eye to eye on investments and advisers might push back against a particular investment the client is fixated on. This may be especially true when clients have particular ideological views or extreme risk tolerances.
Citywire South Africa asked four certified financial planners to share how they handle such situations.