Aligned or independent: Advisers must be relevantBY MARK STORY | WEDNESDAY, 31 OCT 2012 12:30PMWhether advisers choose to stand-alone or stand-aligned, they're both confronted with developing an advice model that resonates with the disparate needs of clients. |
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Rachel Alembakis
STEWARDSHIP MANAGER
UNITING ETHICAL INVESTORS LIMITED
UNITING ETHICAL INVESTORS LIMITED
As a highly respected journalist, Rachel Alembakis helped push sustainable investing on the agenda long before it was mainstream. Now, she's stepped into the arena to shape the industry from within. Karren Vergara writes.
The Financial Standard podcast Tune in each week as we discuss the latest developments in Australia's wealth management industry. |  |
After being in the industry for 20 years, I still find it difficult to understand why Financial Planners don't focus on what the objectives are for the client. Then what the strategy is to help them get there. Product becomes secondary. It should not matter whether you are with an aligned Licensee or not. Financial Planning grew from a Product Selling environment (Insurance) and has not transitioned much past that until the GFC. Financial Planning is really simple - we help clients achieve their objectives.