The suggestion that life companies might pay advice practices an administration service fee to compensate them for the significant time and effort needed to maintain and retain existing clients is an idea worthy of further consideration.
- Agree (75%)
- Disagree (18%)
- Not sure (7%)
Start Date: September 5, 2023 @ 12:59 pm
End Date: September 19, 2023 @ 1:20 pm
End Date: September 19, 2023 @ 1:20 pm
Client file notes should form the core of any advice record that will replace Statements of Advice.
- Agree (75%)
- Disagree (19%)
- Not sure (6%)
Start Date: August 22, 2023 @ 3:10 pm
End Date: September 5, 2023 @ 12:59 pm
End Date: September 5, 2023 @ 12:59 pm
My advice business is worth more today than it was a year ago.
- Agree (60%)
- Disagree (24%)
- Not sure (16%)
Start Date: July 24, 2023 @ 7:03 pm
End Date: August 22, 2023 @ 3:11 pm
End Date: August 22, 2023 @ 3:11 pm
It's reasonable that the freeze on the ASIC adviser levy has now been removed after two years.
- Disagree (88%)
- Agree (7%)
- Not sure (5%)
Start Date: June 27, 2023 @ 8:37 pm
End Date: July 24, 2023 @ 7:04 pm
End Date: July 24, 2023 @ 7:04 pm
Do you support the Government’s decision to initially adopt 14 of the 22 Quality of Advice Review recommendations?
- Yes (73%)
- Not sure (14%)
- No (13%)
Start Date: June 13, 2023 @ 5:46 pm
End Date: June 27, 2023 @ 8:40 pm
End Date: June 27, 2023 @ 8:40 pm