Marguerita Cheng

Marguerita Cheng
Displaying 2 results
Financial literacy is important for financial inclusion
NEWS OPINION JUL 17, 2020
Financial literacy is important for financial inclusion

Advisers can help expand financial inclusion by assisting people in understanding essential concepts and developing the skills needed to reach their financial goals

NEWS OPINION MAY 19, 2018
Why we must create a more diverse and sustainable financial planning profession

CEO explains how, why a firm should commit to conscious inclusion.