Client management: Fixating on what the client wants

25 January 2010 | Understanding what your client wants rather than what you think they want is the key to avoid planning mishaps, explains Ray Griffin.

Follow the money to the margin lending scandal

24 April 2009 | Concealments and biases in relation to margin lending reflect the necessity for planners and clients to share in the decision-making process, write PAUL RESNIK and PETER WORCESTER.