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People ahead of products key for advice success: Dimensional - Vimarsana News

People ahead of products key for advice success: Dimensional

Survey feedback from asset manager Dimensional has confirmed that clients see the value of advice only when they are at the centre of the relationship; product isn’t a priority for them and advisers are seeing success only when they don’t have it as a key priority.

Why accounting framework is a useful catalyst to shake up advice model - Vimarsana News

Why accounting framework is a useful catalyst to shake up advice model

The proposal was put forward in a Quality of Advice Review (QAR) submission to Treasury.

Why accounting framework is a 'useful catalyst' to shake-up advice model - Vimarsana News

Why accounting framework is a 'useful catalyst' to shake-up advice model

The proposal was put forward in a Quality of Advice Review (QAR) submission to Treasury. The head of the professional membership body for financial services has reiterated his view that the advice re

Source: ifa.com.au
Accountants 'may hold key' to addressing skills shortage in financial planning - Vimarsana News

Accountants 'may hold key' to addressing skills shortage in financial planning

Accountants could play an important role in making advice more accessible, according to the founder of a local digital solution. In a new opinion piece published on ifa, Scientiam head Nigel Baker

Source: ifa.com.au
Time for accountants to get back in the advice ring - Vimarsana News

Time for accountants to get back in the advice ring

The accounting profession represents a large and impressive talent pool for the advice industry but luring accountants in again will take work. There are around 220,000 accountants in Australia and th

Source: ifa.com.au