Submitted by Duke Nukem on Thu, 2022-11-24 09:16

And before you know it CFS and Metlife have ALL your client data in their hands. The next step is "why worry about having an adviser, just come and deal with us direct and save yourself the adviser fees". I wouldn't be so cynical if I hadn't seen this with the types of communication going to our clients over the years from CFS, BT, etc to that effect. Worked out so well for them, didn't it?

The content of this field is kept private and will not be shown publicly.
 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Rob

Nowhere else in the world do innocent bystanders have to pay for the losses incurred to investors due to failed business...

2 hours 59 minutes ago
Time to Go

Yet everything states profitability is much higher in a larger practice. As a smaller planning practice it is a hard sl...

1 day 19 hours ago
Gee

Not possible to coninue if the cost is given to remaining advisors ...

2 days 17 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 3 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months 1 week ago