Give advisers the time and freedom to help people: panel

By August 16, 2018 No Comments

Inefficiency and red tape are holding planners back from providing optimal outcomes for their clients. The biggest barriers to efficacy are bloated approved product lists (APLs) and a convoluted regulatory framework.
Those were key discussion points for a panel brought together at Professional Planner’s Research Forum to discuss the future role of dealer groups and the licensee model.

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