In the Media
Media Releases
May 2011
November 2010
Industry Articles
June 2011
E&W announces fee-for-service education workshops – Money Management
“E&W Strategic Partners has announced a series of independently developed workshops aimed at helping financial planners make the transition to fee-for-service.”
February 2011
Fiduciary duty could add to advice complexity and cost – Money Management
“[T]herefore an interesting discussion point as to whether there would be a shift away from what was ‘appropriate’ advice and product to meet the client’s needs, to what was the ‘best possible outcome’ for the client based on a variety of options.”
November 2010
Fee-for-service products gain pace – Financial Standard
“The problem facing planners is how to effectively transition their practice to fee-for-service and protect the income and profitability of their business…”
September 2010
Consultants launch fee-for-service handbook – Money Management
“…a comprehensive guide to transitioning to fee-for-service that not only focused on the different fee models and the pricing of advice but also took the planner through a step-by-step guide from the history of financial planning to what fee-for-service and the Future of Financial Advice reforms actually meant…”
April 2010
Client segmentation model outdated – InvestorDaily
“Behavioural segmentation that gauged more meaningful information about the client’s profile and characteristics would be a more effective classification model in the new world…”
March 2010
Choosing a fee-based model – Financial Planning – CPD Quarterly
“Hence, the combination of value, benefits, and costs must be considered as an interdependent relationship for a business to truly perform optimally in a fee-for-service environment.”
Fee model problems do not lie in admin – Money Management
“The real problem is, how do you actually position fee-for-service in terms of your clients and the services that you offer, and how do you then put that together in a compelling message you can sell?”
February 2010
Client assessment required for switch to new fee structures – Money Management
“A move to fee-for-service means more than just changing remuneration models…”
Fee models demand business alignment – InvestorDaily
“Financial planning practices looking to move away from commission-based advice to a fee-for-service model need to review their whole business structures in order to make a successful transition…”
November 2009
Managed funds brokers could threaten revenues – Money Management
“…grandfathering provisions in forthcoming legislation would be little comfort to planners who lose their clients altogether.”
October 2009
Big Bang – Professional Planner
“If the industry truly wants to address the affordability issue, then we need to be smarter and more innovative to deliver advice that is both affordable for clients and profitable for planners.”
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