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Sisällön tarjoaa The ifa Show and Momentum Media. The ifa Show and Momentum Media tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
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Insights on the UK and Australian financial advice landscape

40:10
 
Jaa
 

Manage episode 429310883 series 2512387
Sisällön tarjoaa The ifa Show and Momentum Media. The ifa Show and Momentum Media tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.

In this episode of The ifa Show, host Keith Ford is joined by experienced financial services executive Tony Beaven to take a look at the similarities and differences between the UK and Australian financial advice sectors – and what each can learn from one another. Beaven, who has worked in advice businesses across both countries, explains how the regulators across these jurisdictions work together to improve their processes and how the Financial Conduct Authority in the UK works could inform the future of Australian advice regulation.

Listen as they discuss:

  • The place of robo-advice in reducing the advice gap.
  • Why self-licensed advice firms need to fully understand the responsibilities that come along with it.
  • How lowering the education benchmark for a new class of advisers could undermine professionalism.
  continue reading

255 jaksoa

Artwork
iconJaa
 
Manage episode 429310883 series 2512387
Sisällön tarjoaa The ifa Show and Momentum Media. The ifa Show and Momentum Media tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.

In this episode of The ifa Show, host Keith Ford is joined by experienced financial services executive Tony Beaven to take a look at the similarities and differences between the UK and Australian financial advice sectors – and what each can learn from one another. Beaven, who has worked in advice businesses across both countries, explains how the regulators across these jurisdictions work together to improve their processes and how the Financial Conduct Authority in the UK works could inform the future of Australian advice regulation.

Listen as they discuss:

  • The place of robo-advice in reducing the advice gap.
  • Why self-licensed advice firms need to fully understand the responsibilities that come along with it.
  • How lowering the education benchmark for a new class of advisers could undermine professionalism.
  continue reading

255 jaksoa

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