Why are clients paying your financial advisory fees? Here’s some real examples taken from last week’s conversations between the advisers we work with and their clients: “I just want to stop worrying as to whether I can afford the basics…” “I just want to get away a...
Back in 2007, a few great advice firms, like Troy MacMillan’s The Wealth Designers, based in West Perth, Greg Keady and Jeff Wain’s Melbourne Private Wealth, based in South Yarra, and Brian Pert’s Pert and Associates, based in Southport, were being innovative with...
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)...