First-ever Women in Finance Summit launches
Momentum Media is proud to launch its inaugural Women in Finance Summit, aimed at supporting and connecting leading female business owners in the financial services space.
Source: theadviser.com.au
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First-ever Women in Finance Summit launches
Momentum Media is proud to launch its inaugural Women in Finance Summit, aimed at supporting and connecting leading female business owners in the financial services space. Run with the support of pr
Source: smsfadviser.com
PY compliance 'overboard' | Money Management
“I don’t disagree with a level of supervision, mentoring, training – I totally agree. “You’ve got to be serious about developing the up-and-coming planners within your firm but I think they’ve gone overboard. “There’s not a lot of balance in our industry at the moment when it comes to compliance – it’s just overkill. They’ve lost the plot and gone overboard. At some point the pendulum will turn the other way and I’m guessing we’ll find balance along the way at some point.” Sofra said advice practices that looked to take on PY advisers needed to have structure and a...
Source: moneymanagement.com.au