How do non-aligned advisers decide what products or services to recommend to their clients?
Non-aligned advisers can be more open regarding the strategies, services, products or solutions they recommend because they are not expected to promote a specific product or service. Rather, a non-aligned adviser will make recommendations based on the specific requirements of the client. Once these requirements are mapped out, the adviser will look at the various … Continue reading How do non-aligned advisers decide what products or services to recommend to their clients?
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