Staff WriterJuly 2, 20134.18pm
One comment on “POLL: Has government downgraded the importance of financial services and superannuation by splitting the role between Chris Bowen and David Bradbury?”
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Shape of Advice
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.
Jack SmithOctober 23, 2025
Fund Managers are taking an advantageous view on grandfathering that will deter you getting your own licence. We have been told by 2 major fund managers that as we did not have AFSL agreements in place with them pre July 1, 2013, no trail will be paid to us on existing clients transferred to our new AFSL. Interestingly, they wont be rebating the trail to the client either !!!