Sally Loane discusses the FSC's most recent advice whitepaper, along with criticism from certain industry figures who feel it doesn't address advisers' real concerns. Read now: https://t.co/yFZXoTz96a? #financialadvice#valueofadvice
Judith Fox at @SAFAA shares why she thinks access to good-quality investment advice is becoming unavailable to many Australians. Read now:
https://t.co/9Br9NUhN6a #fasea#investing
New modelling indicates the costs of the CSLR could balloon to nearly $60m p.a. – far above the $8m projected by the Government. How can policy settings be adjusted to prevent this? Sally Loane at @FinServCouncil
weighs in: https://t.co/Tb8rQ1LbTC? #CSLR#policy
The 2021 @AustraliaFPA indicated that the understanding of the value of advice is still so low & @annegrahamcfp @story_wealth reveals this is partly due to the value being often intangible.
#valueadd#financialadvice#FPWeek2021
Will advice revert to past mistakes or build a client-centric model? Hakan Ozyon, CEO of @Hejazfs explores this & how advisers can not only survive but thrive in this market. Read now: https://t.co/pW6oesaVTg?
#clientexperience#practicemanagement
It’s been over a month since the #FSC launched its Green Paper on #FinancialAdvice. It's time to join the debate. Send your views by 1 July to: [email protected]
It’s time for a debate on how we make #financialadvice affordable & accessible. Our Green Paper outlines solutions to reduce the cost of advice & unnecessary regulation & duplication. It also contains proposals for reducing the cost & complexity of advice: https://t.co/g92l1J6PSn
It is not easy to change your clients' habits of a lifetime, but you can start by identifying what’s holding them back. Read more from @ceovanessa here: https://t.co/UHWOzyRhlI #moneymindfullness#financialadvice
According to @AustraliaFPA, tax advisers will be subject to even more red tape due to a mismatch with FASEA requirements. Here's what you need to know: https://t.co/tF7bgNM32e #fasea#regulation#advisers