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あらすじ・解説
In this episode of The ifa Show, host Keith Ford is joined by Ben Marshan, director of Marshan Consulting, to break down how the Delivering Better Financial Outcomes reforms will impact advisers and how they can look beyond the shifting regulatory landscape to improve their businesses.
Marshan explains how the ongoing financial services reforms have stacked on top of each other to create the unwieldy situation the sector finds itself in, and why streamlining labyrinthine regulation could be an impossible task.
Listen as they discuss:
- How advisers can help their clients find purpose as they enter retirement.
- Why a new class of advisers shouldn’t be viewed as an attack on professional advisers.
- The importance of cutting down on unnecessary compliance steps that are no longer needed.