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2 July 2013 16:18
poll, poll results, role, services, superannuation
One response to “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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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 !!!
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Financial advice can avoid AI-driven ‘Kodak moment’
Financial advice is positioned to avoid a “Kodak moment” and being made obsolete by AI and technology, as human-led interactions will continue to be a driving force in its proposition, the Professional Planner Licensee Summit heard. But while AI might be part of the model of the future, a panel also discussed whether a key model from the past, vertical integration, will still have a place.
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