As FOFA and the Royal Commission has fundamentally changed financial advice over the last decade advisers have been forced to upskill, becoming more particular about the solutions they choose to use for their clients.
One thing we’ve noticed but isn’t spoken about much, is the fact product providers have the found the changes to the financial advice landscape as difficult to navigate as advisers.
We talk about it all the time: advisers are a notoriously difficult audience to reach. The good news is, as adviser experts, XY knows what resonates. Here are the topics that are trending right now with the adviser audience.
We caught up with a fund manager here in Sydney who recently reached their one-year mark as a partner of XY for tips on how to succeed.