How do you feel about FASEA?
How do advisers really feel about the Financial Adviser Standards and Ethics Authority (FASEA)?
Amid the confusion around the FASEA code of ethics, Money Management is seeking to determine how adviser really feel about the FASEA regime and the authority itself.
Please complete this brief survey:
https://www.surveymonkey.com/r/BLPBV6Q
Recommended for you
Having sold Madison to Infocus earlier this year, Clime has now set up a new financial advice licensee with eight advisers.
With licensees such as Insignia looking to AI for advice efficiencies, they are being urged to write clear AI policies as soon as possible to prevent a “Wild West” of providers being used by their practices.
Iress has revealed the number of clients per adviser that top advice firms serve, as well as how many client meetings they conduct each week.
Morningstar has made two business development appointments to drive the growth strategy of its financial advice software, AdviserLogic.
