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Read more about the article P1M1003 Aligning your interests is simple

P1M1003 Aligning your interests is simple

  • Post author:PIFA Admin
  • Post published:November 21, 2019
  • Post category:1 - Crucial Concepts

by Daniel Brammall, PIFAThe Financial System Inquiry and the Parliamentary Joint Committee have delivered their verdicts – the interests of financial planners are not aligned with the interests of their…

Continue ReadingP1M1003 Aligning your interests is simple
Read more about the article P1M1002 What it takes to become independent

P1M1002 What it takes to become independent

  • Post author:PIFA Admin
  • Post published:November 21, 2019
  • Post category:1 - Crucial Concepts

by Daniel Brammall, PIFA As financial planners, we realise that the word ‘independence’ is solid gold commercially because it’s synonymous with trust. Whenever a public scandal is to be investigated,…

Continue ReadingP1M1002 What it takes to become independent
Read more about the article P1M2007 Why the AUM fee is toast

P1M2007 Why the AUM fee is toast

  • Post author:PIFA Admin
  • Post published:November 11, 2019
  • Post category:2 - Monetising Independence

Bob Veres, financial planning.com, June 11, 2015 At a recent NAPFA conference, I asked everyone in the audience to raise their hands if they were charging their clients based on…

Continue ReadingP1M2007 Why the AUM fee is toast
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