Guide to Future of Wealth Management 2019

In the wake of the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry, the Financial Adviser Standards and Ethics Authority (FASEA) regime and the exit of the banks and major institutions from wealth management, the Australian financial planning industry will never be the same again.

Between now and 2024 much will happen to ensure that financial advisers play to a very different set of rules to that which has prevailed in the industry over the past 20 years, with one of the key dates being the end to grandfathering in 2021.

This Money Management guide attempts to look at the factors which are impacting the future of wealth management in Australia and gain insights for those who are trying to devise the strategies with which to navigate the changes over the next half-decade. 

Click here to download as a pdf. 

 




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