13 October 2020 15:48
It takes a village to support advisers in delivering a service and outcomes that meets clients’ needs in a cost effective way. This episode describes the financial advice value chain, how its composition has morphed over the years and where currently advisers, product and service providers fit.
Participants:
• Mat Walker, chief financial officer, Praemium
• Simon Hoyle, head of market insights, CoreData
Modertor:
• Matthew Smith, Conexus Financial/Professional Planner
Declining mental health caused by compliance burdens and tougher education standards resulting in droves of advisers leaving the financial planning industry, according to research.
Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.
We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
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