In this episode of Wisdom Shared, Charlie Parker, and Head of Research at WisdomTree in Europe, Pierre Debru, explore the rise of exchange-traded funds (ETFs), and why they matter for financial advisers.
Financial advice is often discussed in terms of markets, products and performance. But some of the most valuable moments in advice can be much simpler: helping someone see something about their life and future that they have not yet recognised themselves. Over the past year, we have been asking financial advisers about the best moments they have had with clients. Again and again, those breakthrough conversations have had one thing in common: timing.