Asking trustees to request client SoAs on top of fee consent forms adds cost and complexity to an already overburdened ecosystem, while disparaging comments from the regulators are eroding trust in the advice community according to the acting chief executive of the Association of Financial Advisers, Phil Anderson.
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.
Industry
2