I received an email last week from a fearful adviser citing the hours of work his firm had to undertake for an insurance product sale embedded in the client’s superannuation. The proposed legislation would outlaw him from charging commissions for this work in the...
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...