It is now illegal to remain silent about your independence
For over twenty years it has been illegal for financial planners to use the terms ‘independent’, ‘impartial’ or ‘unbiased’ to describe their services without meeting
Singing From The Same Hymn Sheet
At a time when a celebrity financial planner is being very publicly prosecuted for dishonest conduct, and the banks are being forced to hand back
Independence: don’t throw the baby out with the bathwater
“Banning conflicts is impossible so we shouldn’t bother.” It’s an opinion appearing in the trade press commonly now and the problem with that is it’s
The Origin Of The Professions: From Barbers To Surgeons
Dr Simon Longstaff AO (Board member at FASEA and executive director of the Ethics Centre) delivered an insightful keynote at a PIFA annual Symposium which
Veteran Secrets To Redefining – And Monetising – Your Financial Planning Business
Financial planning should be, we believe, an engaging and uplifting experience for the client who is, after all, planning his or her future. The challenge
Creating Great Expectations
The lack of clearly understood expectations is the source of all sorts of strife in relationships, the cause of most conflicts, and the beginning of
