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)...
by Jim Stackpool | Aug 1, 2009 | Niche Market, Planning, Pricing Advice
It’s ironic that many financial planners may have failed to financially plan for the most important future of all – their own. Change is coming It matters little which stance you take in the debates about commission. The greed behind the global financial crisis, the...