Bracing for inevitable change

Claes, Lisa
July 2013
Money Management;7/4/2013, Vol. 27 Issue 25, p11
Trade Publication
The article offers the author's insights on meeting the challenges brought by consumer demand, regulatory changes, and technological innovation in the financial services industry in Australia. The author considers the role of quality advice from financial services advisers to cope with the client's needs under the Future of Financial Advice (FOFA) legislation. Moreover, she provides tips on how advisers able to develop an accurate understanding of clients' overall financial needs and interests.


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