Advice Evolution - Non Weekly Update

CEO Update # 32 Fair, complete, current and non conflicted Financial planners are trusted and essential Admin services are not advice Kaplan - 40 points and FASEA exam prep Midwinter integration with worksorted Update OSA regarding the fees that you charge Katherine Hunt Australian Super

CEO Update # 31 Fair, complete, current and non conflicted Financial planners are trusted and essential Welcome back Covid and US VBP orphan Xmas Conference Clean slate for 2021 This years goals - SOA, Standard Docs, practice efficiency. look at your processes X plan full suite, with more research, ETF's and ASX (comparison) Welcome - Phill McGann, John Vaitsas, Gus Flack, Clare Shewan, Christine...

Fair, complete, current and non conflicted Financial planners are trusted and essential Fee increase PI Recruiting Aust Super Pay this week and on the 5th Conference RSVP VBP  18th to the 4th Xmas party Friday Merry and safe Christmas

Fair, complete, current and non conflicted Financial planners are trusted and essential Covid 2020 not counted We had a good year Elections China CFS Rebate last one, if you get a big payment you will have some work to do Access to files Communication choice AGM - WTL, unit price $95 PD Day, 3rd Dec - will do some Tech ones next, CFS Zoom update CPD - Zurich, Russell etc... Aust Super Vaccine for...

Advice Quality is generally good Quality review program Advice training and monitoring program No Scores Whole file Note if not on Worksorted OSA does not need to be itemised Trust and SMSF, entities Pre advice documents Working papers Insurance OSA and FDS SMSF prefer 2 SOA

Fair, complete and non conflicted Financial planners are trusted and essential SQM research Clare Shewan, plus 3 practices for December Gesamay and the team Unit Price 28.35 FDS - OSA Zoom - Adviser chat, ops chat Research process $3,500 average income per client Site Visits Bendigo Simple super Survey compliance questions to adviser chat Bite sized advice, no ongoing, PD Day

Fair, complete and non conflicted Financial planners are trusted and essential Covid issues Getting client Authorisation compliance questions google sheet retirements, Brian and Dave H HUB24 - roll over from CFS Conference Feb 23-27 AE NPS Survey Virtual AGM - 6 Nov ;  2-4 PM Praemium Webinar - Managed Accounts 14 Oct ;  11 AM team update board meeting research portfolio construction vir...

First Compliance Q & A Session with John Wright & David Harris

CEO Update # 24 talks about Financial Advisers are needed in the current climate, Conference, Zoom chat - set up, ASIC stance on dishonesty, Product recommendation - is it advice? Valuation - low-value clients, Revenue - understand it, Grandfathered clients, Tick box compliance - not the answer, pay sheets, payment systems, Resident Status OS, Best Interest Duties- want an adviser, Selecting Inves...

Conference, CFS Date of Death, Conflict removal, Zoom adviser site, CFS relationship, Investment justification

CEO Update # 22 covers Investment Portfolios, Like for like comparison, Appropriateness of Advice, Conference in Noosa and some more.

This interview with the Advice Evolution Support Team Leader  Gesamay Barit covers how the VBP Team can best support the Group in terms of admin and other back-office tasks. 

In this update, David talks about the 2020 Conference, PI Cover, Code of Ethics, Managed Accounts and some more.

David talks about CFS, Conflicts and the conference

This second interview with John Wright covers compliance around FDS's and New Advice, Best Interest Duty, TWA's Execution only - Client directed, Scoping and File Notes and some more.

CEO Update # 17 is an interview with Simon Betchley from Worksorted (Advice Evolution's CRM). The interview covers about Worksorted's Recent Integrations ( Dropbox & other online storage, Financial Mappers and Docusign ), Full license capabilities, what they're doing for Advice Evolution at the moment ( label consolidation ) and some more. 

CEO Update # 16 covers Code of Ethics,  Audit Actions, Procedures Manual for Practices, Worksorted, Financial Mappers and some more

This Interview with AE's Chairman of the Board covers AE's position in the Board Perspective.

CEO Update # 14 is an interview with Nethwealth's Senior Distribution Manager Rebecca Wokes. The interview covers about Netwealth as a platform, managed accounts and some more.

CEO Update number 13 covers the Virus App, PI run off, Worksorted, Financial Mappers, Redundancy, Research, the fee debate and much more.

This interview with John Wright talks about compliance; especially around the best interest duty and scoping of advice. 

CEO update # 11 talks about Best Interest Duty, CFS, SMA's, CEO Virtual meetings, Documents, Paraplanning, Redundancy and Transactions without advice.

CEO Update # 10 talks about CPD, Webinar Invitations, Client communication, Opportunities, Paraplanning, Grandfathering, Access to files, Payment Collection, FASEA Exam and recruiting update. 

CEO Update # 9 talks about Being removed as an advisor for non-clients, Paraplanning Pricing, Legislative changes, Grandfathered commission, myGov program, First Tech direct number 1800 702 281  and Webinar Invitations. 

CEO Update #8 briefly talks about the recent situation of AE Support Team in VBP relating to Covid 19.