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Point/Counterpoint: The Best Way to Build Consumer Trust

By Patrick Canion, CFP and Cora Pettipas, CFP

Patrick Canion, CFP from Australia says eliminating remuneration bias:

The best way for financial planners to build consumer trust is to have no remuneration bias in the investments that you recommend.

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RDR Impacts on Businesses in the UK

Nick Cann CFP United KingdomBy Nick Cann, CFP

The UK is now in the throes of regulatory change and the financial services world is adjusting to a world with no commission and a higher minimum level of professional qualifications. Since 1st January 2013, investment advisers have had to charge for the advice that they provide and the UK consumer is getting used to this new regime.

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Remuneration Models: Why Planners Shouldn’t Outsource Product Sales

By Taylor Liao, CFP

With the exception of fee-based financial planners, recommending products is a necessary part of the financial planning process. So, the question we have to ask is, “What makes us different from product salespeople?” When financial planners are deciding which product is a best fit, they are looking for a product that helps clients achieve their goals.

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