by Nathan Jacobson | May 30, 2019 | Blog
The proposed move to an annual requirement to opt-in clients and obtain their consent prior to charging fees are business transformational. Even if your advice business is already doing these things, ensuring the right processes and structures are in place to meet...
by Nathan Jacobson | Jul 25, 2018 | Blog
The next few weeks are very important for the advice profession as the Royal Commission moves away from the private sector and into the superannuation arena via a review of industry funds and their advice arms. We are finally heading toward a reality check around the...
by Nathan Jacobson | Jul 13, 2018 | Blog
We need to think hard about the latest industry trend for advisers to create and manage or package their own managed accounts. It’s a natural direction due to technology advancements and it offers reduced paperwork on what might be termed hygiene compliance issues...
by Nathan Jacobson | Jul 13, 2018 | Blog
When will I ever learn? An apt musical reference, courtesy of Van Morrison, for the advice profession and all AFSL holders, as news regarding the closure of the Dover AFSL sinks in and up to 400 authorised representatives find themselves in need of licensing within 30...
by Nathan Jacobson | Jul 13, 2018 | Blog
Ever get fed up with all the bad news emanating from regulations in the advice sector? Maybe the private sector should stand up and just reject all the idealism that’s killing affordable advice and making millions for the legal fraternity. It might make more sense to...
