The effect of having financial planning education mandates imposed on specialists like accountants operating under a limited license is becoming clear, with a stunning reversal for the fastest growing licensee cohorts from last year.
Tahn SharpeMay 18, 2020
Testing your communications with different groups is one way to check whether the message is actually getting across, says AMP’s head of super, retirement and platforms.
Tahn SharpeApril 2, 2020
Calls are mounting for the proposed regulatory changes in July, such as the annual opt-in rule, to be postponed so that advisers can focus their efforts on guiding clients through the coronavirus crisis.
Tahn SharpeMarch 18, 2020