Please note: This case study is to be read in conjunction with Assyat David’s article, “Determining the right investment structure for clients”, on pp 28-29 of the May 2012 edition of Professional Planner.
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Fewer but better-quality advisers a solid foundation for the future
Financial adviser numbers have stopped falling, and the profession now has a solid base on which to rebuild. The overall standard of remaining advisers is better than it was a decade ago, and new entrants are also higher quality than in the past. But improving access to advice in the near term will hinge on productivity gains rather than growth in adviser numbers.
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