March 10, 2020
Perceptions of value The concept of Value being in the eye of the beholder is familiar to most people. The premise of this concept is that value is subjective; different to everyone and essentially defined by the person purchasing the good or service. If that person does not see value, then they simply choose not to make the purchase. But what about when roles are reversed? FASEA Standard 7 says in part, “You must satisfy yourself that any fees and charges that the client must pay to you or your principal, and any benefits that you or your principal receive,
November 3, 2018
September 8, 2017
January 25, 2015
In November 2014, Assured Support presented on “The Future of Financial Advice” at the ASFA National Conference. ASFA (The Association of Superannuation Funds of Australia) is the peak policy, research and advocacy body for Australia’s superannuation (super) industry. Focusing on the future of distribution in an international context, the presentation moved from discussing international precedents to highlighting emerging domestic players and addressed the compelling reasons why seeing advice through a “distributor’s lens” will ignore the fundamental challenges posed by technological shifts, increased consumer activism and greater customer choices. Click on the title to access the presentation.
December 27, 2013
December 22, 2013