Melbourne-based accounting and financial planning firm MEDIQ Financial Services has launched a new managed discretionary account solution, in a move that will boost backoffice efficiency, improve the client experience and lower administration costs.
CEO David Heather and Managing Director of GPS Wealth, Grahame Evans, provide useful insight why we see an increase in advisers contemplating changing licensees, but yet the inertia to actually move remains.
Advisers hesitant to offer direct investment advice risk losing clients to other firms, says the chief executive of the ASX Listed Product Accreditation Course (LPAC). LPAC founder Dr Tony Rumble said it is becoming increasingly difficult for advisers to ignore the growing demand for direct investment.
Financial advisers are actively seeking better ways to build, manage and administer direct portfolios, and they're increasingly open and adventurous when it comes to adopting new technology, according to experts at the recent ASX Listed Product Accreditation Course Leaders Retreat (LPAC).