Call for action for licensees to improve compliance practices
Licensees are being urged to be more flexible with their compliance obligations as advisers say they have lost sight of how the rules actually work.
Source: moneymanagement.com.au
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New-look SOAs must be driven by client experience
Daily online news, analysis, feature articles, reports and business strategy geared to helping Australia's financial planners and advisers drive business growth
Source: ifa.com.au
Why mindset coaching could benefit female clients
Female investors hold different financial drivers, beliefs and goals than their male counterparts, which need to be unpacked for a successful adviser-client relationship.
Source: moneymanagement.com.au
Freedom, stability and security: Key values for female clients
Women have long been underserviced by financial advice. Four professionals who cater to the needs of female clients discuss how they have better marketed their services.
Source: professionalplanner.com.au
'Detraction from a great client experience': Moving on from paper SOAs
Statements of Advice have long been a viewed as protection document for advisers and licensees rather than a guide for consumers. For practices that have adopted video SOAs the process has become streamlined and they can more confidently prove consent from the client.
Source: professionalplanner.com.au