With a growing number of younger, university-educated financial advisers entering the market, the technology landscape is changing rapidly.
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In January 2020, the financial advice industry enters a new phase in its life cycle with FASEA taking effect, and with that comes a new monitoring regime.
Recently we presented at a customer’s National professional development roadshow. This was a great opportunity to talk about the concerns that many practices who buy their dealer services from a licensee have. …