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VBP Insights

Insights and resources on the journey to best practice

Discover how Australian financial advisors are changing the way they provide advice. Learn about the shift from long "Statements of Advice" (SOA) to shorter, more useful documents tailored to clients' needs. See how advisors are adjusting to new rules, making documents simpler, and finding the right balance between being quick and honest with clients
Understanding successful financial planning involves three main factors: the quality of advice, how it's given, and where advisor-client meetings occur. With the rise of virtual meetings due to technology improvements, advisors face both benefits and challenges. Explore how virtual meetings impact financial planning and discover tips for enhancing advisor-client interactions online.

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14-17 August, 2024
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