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Contenido proporcionado por The ifa Show and Momentum Media. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente The ifa Show and Momentum Media o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.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
Contenido proporcionado por The ifa Show and Momentum Media. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente The ifa Show and Momentum Media o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.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

273 episodios

Artwork
iconCompartir
 
Manage episode 429310883 series 2512387
Contenido proporcionado por The ifa Show and Momentum Media. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente The ifa Show and Momentum Media o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.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

273 episodios

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