The confidence hit that the advice industry has taken in the last year may not be as bad as it seems, considering the residual trust clients still have in their advisers.
Ray McHaleFebruary 13, 2019
It’s eminently reasonable to require qualified professional accountants who offer financial planning services to undertake additional training in ethics and other relevant studies. Submissions to the contrary highlight just how much the profession is missing the point.
Robert MC BrownJanuary 24, 2019
The varying perspectives on what compliant documents look like makes it tough for regtech providers to come up with scalable and effective solutions, Red Marker director Matt Symons says.
Tahn SharpeJanuary 14, 2019
Advisers looking to combine FASEA-mandated exam and degree study may struggle to find all the courses, Peter Hogan says.
Tahn SharpeDecember 18, 2018