Jun 21, 2020
We are at a time of significant change in the advice industry with mass Adviser exits, tighter regulation and compliance as a result of the Royal Commission and the disbanding of major licencees. On top of this movement, we're seeing an emergence of more AI software and the digitalisation of advice. So what does this...
Jun 12, 2020
In this episode, we explore the introduction of digital SOA's and what instigated the Future of the SOA project at the FPA. Ben goes into detail about the research conducted for this project including what consumers want, where the problems currently sit and what needs to change in the industry. This episode will open...
Jun 5, 2020
In this episode, Gianni takes us through the process he follows to analyse SOA production. Including, the ways they identify a defect and how to measure the impact of the issue on the entire process. Gianni shares his advice on what paraplanners should be taking into consideration when writing the SOA and how to...