How to start in an area that is so little understood, even by those who set out to regulate or administer the laws of advice? Let’s start in a place called Mar-a-Lago, a Donald Trump owned private club in the salubrious Palm Beach in the good ol’ US of A. The cream of the local…
Fees and Bias
Discussion on how fees, independence and bias operate in the field of providing advice on financial matters.
Biased or not?
Quite possibly THE singularly most important issue that can be dealt with when considering money. This is likely to be a rather lengthy and ongoing discussion, so go make a coffee (or tea or whichever version of calmative you prefer), lean back and open your mind just that extra little bit. There are more issues…
The word “independent”
This is a very special word in the area of financial services. At least, it is legislatively important in Australia and a good starting point when you begin to consider money, advice and how they interact. Let’s get technical for just a moment… In Australia, the word “indepedent” and its use by financial intermediaries is…
