ZACH CASTLES
Features
2022 is set to have less compliance and regulatory activity, writes Zach Castles, leaving advisers with more time to focus on helping consumers and improving their busine...
Financial planning
The cost to produce advice is around $5,335 but the average adviser is charging $3,660 and removing safe harbour and strengthening the code of ethics will reduce the cost...
Financial planning
The roles of the adviser and licensee may need to be more clearly defined for the individual adviser registration regime to properly function. ...
Expert Analysis
Financial Services Council policy manager – advice, Zach Castles, argues that regulatory pragmatism can help reduce the cost of financial advice....
Features
The Financial Services Council’s Zach Castles makes the argument for pulling down the barriers to the delivery of scalable advice....
Financial planning
The Financial Services Council is pushing a scaled advice model to help offset the exodus of advisers....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...