HNWs require specialist expertise: Report
To better serve high-net-worth (HNW) clients, financial advisers require a broader range of specialist expertise to meet their complex needs, according to HUB24.
Source: financialstandard.com.au
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Cardena's Kilborn trades travel for more time in the business
Twenty-twenty was supposed to be the year of travel for Jonathan Kilborn and his family. A trip to Greece for a conference for his wife was on the cards, along with a family jaunt to Italy and then Singapore for his daughter’s swimming tour were. Which all had to be cancelled due to Covid-19. He didn’t hesitate when the airlines asked whether he would prefer credits or cash when cancelling the airline tickets. “We took the cash,” he says. The father of two has been an avid traveller until the pandemic stopped him in his tracks. He’s spent time in Greece, Italy, Denmark, Samoa, New Z...
Source: professionalplanner.com.au