FTAdviser Podcast What is fair value?
Jul 19, 2023
Consultants Mel Holman and Bradley Northrop, adviser Kusal Ariyawansa, and Quilter's Paul Young discuss the meaning of fair value in financial advising, challenges in defining and assessing fair value, aligning financial services with clients' needs, the use of big data for investment analysis, and the significance of evidence and measurement in demonstrating fair value.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Defining Fair Value and its Challenges
01:33 • 8min
Importance of Understanding Clients' Needs and Tailoring Financial Services
09:56 • 7min
Monitoring Value and Using Big Data for Investment
17:21 • 2min
Evidencing fair value and the importance of the value assessment
19:16 • 3min
Measuring Value in Financial Advising
21:49 • 8min