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Structural rethink needed for advice industry
Tangelo in the media, AFSLs, Compliance obligations, Financial Advice Practices Tangelo Team Tangelo in the media, AFSLs, Compliance obligations, Financial Advice Practices Tangelo Team

Structural rethink needed for advice industry

One of the interesting insights to come out of the ‘How to Regulate Advice session at Professional Planner’s Best Practice Forum was ASIC’s assessment that licensees themselves were being too conservative around policy guidance. That is, it was observed that licensees were going far beyond ASIC’s guidance, which in some circumstances had been to the detriment of scaled advice.

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Prepare for ASIC to focus on small end of town
Tangelo in the media, AFSLS, Financial Advice Practices, Regulatory Reform Tangelo Team Tangelo in the media, AFSLS, Financial Advice Practices, Regulatory Reform Tangelo Team

Prepare for ASIC to focus on small end of town

Businesses need to plan for the fact that ASIC could come into their business. Explaining something away or saying “I haven’t done that sorry” no longer cuts it when you run a licensee. If they do come in, they are not going to worry about how you feel.

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