ASIC chair Joe Longo has told compliance professionals they need an “attitude of compliance” beyond written policies. How can AFSLs achieve this without alienating their advisers?
This webcast is designed for financial advisers and will provide insights into the evolving retirement landscape, shifting Australian demands, and new strategies to ensure financial stability and a fulfilling retirement for your clients.
Research conducted by Elixir Consulting and Lonsec has quantified the efficiency gains of using managed accounts in financial advice practices in hours per week saved.
WIth only one-quarter of advice practices actively seeking feedback from clients, the Financial Advice Association Australia has emphasised why this is a critical tool for client retention.
In this episode of Relative Return, host Maja Garaca Djurdjevic chats with Robin Tsui, APAC gold strategist at State Street Global Advisors, to discuss gold’s role as a diversifier in portfolios.