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Stock picking beyond most AFAs
Thursday 10th of January 2013
Massey University senior lecturer Mike Naylor said portfolio construction is outside the scope of regular adviser training and requires at least a degree in business and finance if not a master’s degree.
“I don’t mean they can’t put clients in a portfolio; I mean they can’t construct what’s in the portfolio. They should be using products from suppliers, not choosing individual stoc...
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