Back Office

‘Opt in’: Why the fuss?

The speed with which the average Future of Financial Advice (FoFA) reform debate becomes dominated by the issue of “opt in” continues to ... [more]

Dealer discounting may lead to price war

Dealer networks are reporting an increase in planning practice enquiries as uncertainty over Future of Financial Advice (FoFA) reforms and changes to platform ... [more]

New clients to come wrapped … in red tape

Compliance costs, both in terms of time and money, are shaping as the single biggest long-term threat to planning practices in a post-FoFA ... [more]

The search for improved efficiency

Managers are advised not to lose sight of the client in the drive to improve operational efficiencies, writes Greg Bright. The world is ... [more]