It’s often said that insurance is sold, it’s not bought; and the issue of underinsurance continues to be a problem of national importance. The banning of commissions on risk products, as contemplated by the Future of Financial Advice reforms, could have some significant unintended consequences. This roundtable will examine the place of life insurance in a comprehensive financial plan; the likely effect of the FoFA proposals on the industry and on planners’ businesses; and potential industry responses.
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When simplicity becomes the ultimate sophistication
Vanguard Australia head of financial adviser services Rachel White, Family Wealth Advisory founder Michael Bova and Aequitas Investment Partners joint chief investment officer Rowan Stewart discuss the whether lower-cost active options deliver value for money.
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