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Clients place most value on meeting goals: IOOF
Wednesday 11th of March 2015
Renato Mota, general manager distribution of Australia-based IOOF, said advisers had traditionally tried to differentiate themselves with their ability to generate investment returns or their technical skill.
But he said consumers saw the most value in advisers who could help them meet their goals.
It follows a white paper IOOF put out last year, about the expectation of adv...
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