“I’m not arguing against unconflicted advice models – but whether a client pays a fixed or asset based fee has nothing to do with why the cost of providing advice has risen sharply and made it less accessible for those who need it most.”
Planning for Prosperity in Fullarton, SA
“I am sick to death of being told financial advisers are crook. ALL the people I call friends in this industry do the right thing and have done so for years. They have always put the clients interest first, been ethical not only in business but in their personal lives as well.”
Professional Investment Services in Osborne Park, WA
“If AFSLs are still holding onto traditional business models then they will end up redundant and without a business. Fortunately, not all AFSLs and advisers have been blind and apathetic in responding to - albeit not so perfect - FASEA’s standards and ethics.”
Central Queensland University in QLD
July 27, 2021
December 1, 2021
SUITABLE FOR: Heads of dealer group and licensee research businesses, senior executives of independent research firms, and senior professionals involved in researching investment products for inclusion in model portfolios and implemented consulting.
The event designed specifically for senior research professionals. The forum focuses on issues related to the generation and delivery of research and research-related materials to clients.