Institutional financial planning business model is dead – what about the future?
Banks and other financial institutions have lacked the hands-on advice experience necessary to make wealth management work for them, according to Connect Financial Services Brokers chief executive, Paul Tynan. Paul Tynan December 8, 2016 www.connectfsb.com.au Pointing to the number of institutions seeking to exit some of their ownership of financial planning in Australia, Tynan said […]