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The benefits of managed accounts are the focus of this week’s ifa Show podcast. As the use of managed accounts continues to grow, host Maja Garaca Djurdjevic is this week joined by HUB24 head of ma
The benefits of using managed accounts are plentiful, but the extra time advisers get to spend with their clients is invaluable. Financial advisors have been embracing the use of managed accounts in
Heavy compliance and regulation within the advice sector is predicted to be coming to an end. In the latest episode of the ifa Show, founder and CEO of WOW Women’s Group Tracey Sofra said she hope
“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...