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Read more about the article P1M2008 Conflicts of Interest in a Financial Planning Business

P1M2008 Conflicts of Interest in a Financial Planning Business

  • Post author:PIFA Admin
  • Post published:December 6, 2020
  • Post category:2 - Monetising Independence

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Continue ReadingP1M2008 Conflicts of Interest in a Financial Planning Business
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
Read more about the article P1M2006 Advisers need to have their Costanza moment

P1M2006 Advisers need to have their Costanza moment

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

David Haintz, Professional Planner, February 26, 2019 Reading over the Hayne royal commission’s final report and pondering the fate of financial advice as a profession, it was hard not to…

Continue ReadingP1M2006 Advisers need to have their Costanza moment
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