The two significant trends in contemporary financial advice are active portfolio management and Managed Accounts. While the client and business drivers are independent, both innovations are transforming financial advisory practices.
The two significant trends in contemporary financial advice are active portfolio management and Managed Accounts. While the client and business drivers are independent, both innovations are transforming financial advisory practices.
The transfer of governing powers from FASEA to ASIC, including the wind-up of FASEA from 1 January 2022, places increased demands on Financial Advisers.
HUB24 has recently published a paper, produced in partnership with Milliman. The paper talks to the subject: Measuring the cost of delay, which we have referenced here.
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