inarticleinline
sc-fluid1
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?”
-
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 !!!
Uncategorized
Escala looks to national expansion one year on from Focus deal
High-net-worth specialist advisory Escala is looking to expand beyond Sydney and Melbourne to become a national brand, a year on from a restructuring of the business by US-based Focus Financial Partners.
Leave a Comment
You must be logged in to post a comment.