Transforming your business for the next
generation of financial advice |
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Many advice firms and advisers are already on their way to addressing the outcomes from FoFA and the Royal Commission. As we enter the next generation of financial advice, adviser focus will be on client best interest, defining a clear value proposition and implementing the supporting tools and competitive investment platform solutions to meet their clients’ changing needs.
Embracing a new transformative business model has the potential to put advice firms in a strong position to thrive in this new world.
We've produced a handy guide 'Transforming your business for the next generation of financial advice' where we look at; - key considerations for assessing product, platform and investment solutions to assist in delivering to client best interests
- the role of managed accounts in the next generation of advice
- the importance of your platform having a strategic fit with your business.
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