Monthly Archives: March 2011

Offsetting the Risk in Strategic Advice (28/3)

With the fee-for-service changes driving practices to take on different approaches to providing advice to their clients, there has been a major movement towards reducing the reliance on product-driven advice and towards the provision of strategic advice as a product-neutral … Continue reading

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Opt-In: The Final Frontier (14/3)

The Opt-In provisions of the Future of Financial Advice reforms have been an area of significant debate and controversial of late, with even calls for planners to get their clients to lobby the government to remove the provision. This is … Continue reading

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