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The reality of advisers discarding C-grade clients


One adviser said that, in many instances, it depended on the profile of the client and the products and platforms via which they were invested, but he calculated that he had already offloaded close to 200 clients.
“We are getting more referrals, but we now actively screen them for ones that don’t create a lot of unnecessary workload,” he said while providing the example of someone earning over $150,000 a year with between $1 million and $1.5 million in assets.
The adviser said that often the decision came down to the pragmatic assessment of which particular product a client was in, how much was being generated in fees and the degree to which this fee generation was being offset by regulatory administration. ....

Paul Harding Davis , Phil Anderson , Investments Commission , Royal Commission , Association Of Financial Advisers , Australian Securities , Money Management , Financial Advisers , Life Insurance Framework , பால் கடினப்படுத்துதல் டேவிஸ் , பில் ஆண்டர்சன் , முதலீடுகள் தரகு , அரச தரகு , ஆஸ்திரேலிய பத்திரங்கள் , பணம் மேலாண்மை , வாழ்க்கை காப்பீடு கட்டமைப்பு ,

Is the ASIC affordable advice review just the first step?


“Taking the lead and trying to fix many of the issues raised in terms of legislation and regulation will require much, much more,” he said.
Anderson’s sentiments were echoed by former dealer group chief executive, Paul Harding-Davis who said he believed that while the ASIC review would likely succeed in identifying many of the key issues driving up costs in the financial planning arena, ASIC would struggle to objectively suggest to remedies to the Government.
A common theme emerging across all of the submissions so far filed with the ASIC review has been the time and costs associated with regulatory compliance, with both Harding-Davis and Anderson agreeing that this reflected the manner in which layers of regulation had been imposed on the industry over the past two decades. ....

Paul Harding Davis , Phil Anderson , Investments Commission , Association Of Financial Advisers , Federal Government , Australian Securities , Financial Advisers , Financial Systems Review , Financial Advice , Affordable Advice Review , பால் கடினப்படுத்துதல் டேவிஸ் , பில் ஆண்டர்சன் , முதலீடுகள் தரகு , கூட்டாட்சியின் அரசு , ஆஸ்திரேலிய பத்திரங்கள் , நிதி அமைப்புகள் விமர்சனம் ,