by Jim Stackpool | Jan 23, 2019 | Client Care, Future of Financial Advice, Value Proposition, Wealth Management
Have you heard of FASEA? It’s the relatively new Financial Standards and Ethics Authority, established in April 2017, well before last year’s Banking Royal Commission, to set the education, training and ethical standards of licensed financial planners. It’s creating...
by Jim Stackpool | Dec 18, 2018 | Advice Clients, Advice Products, Best Interests, Fee For Service, Hayne Royal Commission, Royal Commission
Maybe there is a beast…maybe it’s only us.” ~ Lord of the Flies – William Golding What happens when genuine people are caught in a disingenuous place? What did the people working on Manus Island caring for Australia’s unwanted refugees best do about their...
by Jim Stackpool | May 11, 2011 | Advice Products, Client Offerings, Competitive pressures, Future of Financial Advice, Leadership
IPA Executive Director John Roskam’s article “Paternalism Enshrined” was published in the Australian Financial Review on 6 May 2011. In it, he makes some good points regarding the proposed regulation of financial advisers under Future of Financial Advice (FOFA)...
