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Episode details

In this week’s episode, Ben Nash’s ‘let’s have at it’ approach with Philip Kewin (CEO) (@afa_ceo) and Marc Bineham (National President) (@afa_pres) of the AFA (www.afa.com.au) explores some of the most discussed and debated topics within the XY community and the advice profession as a whole. We’re talking vertical integration, fee for no service, grandfathering, FASEA and the Royal Commission itself.

Philip and Marc do a great job of sharing their insights and providing a ‘big picture’ overview regarding the cost of advice and how we can leverage technology to work towards a more sustainable advice profession [for all involved].

If you have concerns or questions on any of the topics mentioned above, you can contact the AFA directly with any and all feedback by heading to their contact page. (www.afa.asn.au/contact-us)

To sink your teeth (but more so your ears) into some other great XY episodes, head on over to www.xyadviser.com/podcast

 

This podcast is brought to you by HUB24 (www.HUB24.com.au), your comprehensive super and investment platform. The team at HUB24 have been delivering market-leading solutions since 2007. They believe in connecting advisers to innovative solutions that create opportunity, and are number one in terms of user experience, managed accounts functionality and adviser satisfaction.

They’re big time supporters of advisers going solo and if you’ve ever dealt with their BDM team as we have, you’d know they are total legends! We’re proud to partner with HUB24 who are big fans of the XY community and driving the positive evolution of financial advice.

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Centuria offers technical and educational support to advisers, and supported with a dedicated team of distribution managers to help you deliver great solutions for your clients. They have been long-time supporters of XY Adviser and these podcasts dedicated to driving this profession we all love.




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