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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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New research highlights the need for financial advice in the workplace
Australians want their employers to step up on financial advice and education with the cost of not doing so already showing up in workplace mental health and performance. Demand for corporate super specialists is set to rise.
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