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What’s conflicted advice?

What’s conflicted advice?

by Jim Stackpool | Mar 3, 2019 | Conflict of Interest, Fee For Service, Hayne Royal Commission, No-Advice Products, Pricing Advice, Professionalism, Value Proposition

The Chinese-based Huawei Group seems to be conflicted. Despite being recognised as a world-leader in forth-coming 5G telecom technology, western countries are reticent to trust them to advise, build, and maintain their future data highways. Similarly, Robert Muller’s...
Exposing the True Colours of Financial Planning Firms

Exposing the True Colours of Financial Planning Firms

by Jim Stackpool | Mar 1, 2009 | Client Care, Client Offerings, No-Advice Products, Stock Market, Wealth Management

No one is cocky about managing their financial affairs today. That’s exactly why current conditions provide a once in a decade opportunity to stand out as an adviser. Given this opportunity, why aren’t the majority of advisory firms booming? Why aren’t they adding new...
Future-proofing Advice Firm Fees

Future-proofing Advice Firm Fees

by Jim Stackpool | Oct 1, 2007 | Business Performance, No-Advice Products, Pricing Advice

We’re already in the final quarter of 2007. Time flies when you’re busy, doesn’t it?  Do you think this has this been a “once in a lifetime” experience the last few months?  Do you think we’ll look back in a few years’ time to 2007 and say, “now, that was a great...

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