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In episode #212, Christopher Tan talks broadly about the wealth management industry in Singapore, including commission vs. fee-only advisors, establishing and maintaining trust with clients, and retirement planning.
Enterprising Investor is the flagship podcast of CFA Institute and the definitive program for the investment management industry. As stewards of the investment industry, Enterprising Investor will feature intimate conversations with some of the most influential people from the world of finance about the topics that matter most to investment professionals.