Active advice 'the only model in town' | Professional Planner
The only advice model that works for advisers now and in the future is an active advice model, where advisers are more engaged and embedded into the financial lives of their clients according to Encore Advisory managing director Tom Reddacliff. Speaking on the Advice Evolution in 2021 webinar with Consultancy Evergreen’s Angela Ashton, Reddacliff explained how the regulatory push for ‘active advice’ will become an all-pervasive trend at the advice practice level this year. “Active is the only viable business model,” Reddacliff said. “That’s become far, far more obvious in recen...
Source: professionalplanner.com.au