The Role of the Financial Planner

04/06/2015 20 min
The Role of the Financial Planner

Listen "The Role of the Financial Planner"

Episode Synopsis

Given how big the link is between life's goals and financial planning, the role of the financial planner is becoming more important. We explore more of this with the deputy president of the Financial Planning Association of Malaysia News: -The intergenerational transfer -90-year-old Wall St old hand reveals her investing wisdom -OCBC Real Money Story: Is 'trading' gambling or investing?See omnystudio.com/listener for privacy information.