by Jim Stackpool | Dec 20, 2023 | Advice is not a Product, advisers v distributors, Conflict of Interest, Delivering Value, Future of Financial Advice, Serve the Greater Good
I spent many Saturday mornings at Harry’s Hardware on Whistler Street in downtown Manly after Anna and I bought our “renovator’s delight” on Manly flat. Harry had an old-style cluttered store when hardware stores used to be as common as...
by Jim Stackpool | Jul 27, 2023 | Advice is not a Product, advisers v distributors, Brand Development, Conflict of Interest, Consequences, future of advice, Future of Financial Advice, Hayne Royal Commission, Leadership, Public Good, Quality Advice, Royal Commission, Serve the Greater Good
The problem with super is super. Since the 2002 Financial Services Review, there have been at least a dozen enquiries, commissions and reviews into Australia’s superannuation, insurance, investment, and financial services industries. Last week APRA and ASIC jointly...
by Jim Stackpool | Oct 19, 2020 | Best Interests, Future of Financial Advice, Hayne Royal Commission, Leadership, Mindsets
Read the latest October 2020 Guidelines for FASEA? I initially expected these guidelines might provide the “rail lines” for advisory firms to align their growth. Thanks to an extraordinary 2020, advisory firms are seeking as much probability and clarity as...
by Jim Stackpool | Jan 30, 2020 | Advice Clients, Certainty Advice, Client Offerings, Future of Financial Advice, Hayne Royal Commission, language, Pricing Advice, Royal Commission, Value Proposition
People don’t want more choices – they want to be more confident in the choices they make. Read NYU’s Professor Galloway’s musings? Easy read, makes sense, consistently clarifies some things for me. I’m presenting a model of advice in this blog. It’s for clients and...
by Jim Stackpool | Nov 27, 2019 | Best Interests, Client Offerings, Competitive pressures, Compliance, Conflict of Interest, Future of Financial Advice, Wealth Management
The 11th March 2011 Fukushima nuclear disaster caused by the Tohoku earthquake was the worst nuclear accident since Chernobyl in 1986. However, while no deaths are due radiation exposure from the disaster itself, new research suggests that more people suffered and...
