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Contenuto fornito da The ifa Show and Momentum Media. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da The ifa Show and Momentum Media o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
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Insights on the UK and Australian financial advice landscape

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Manage episode 429310883 series 2512387
Contenuto fornito da The ifa Show and Momentum Media. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da The ifa Show and Momentum Media o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

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

268 episodi

Artwork
iconCondividi
 
Manage episode 429310883 series 2512387
Contenuto fornito da The ifa Show and Momentum Media. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da The ifa Show and Momentum Media o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

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

268 episodi

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