There’s a solution for the SoA logistical bottleneck

Having spent many years as an adviser, Mr Miller reflects on how the industry has changed in the years since.

Paperwork, he notes, is something that has definitely swelled, with SoA management and customisation significantly cutting into the profit margins of financial planning businesses and licensees.

As such, Mr Miller talks about how Asendium is addressing the personalisation and management of SoAs, and how it will cater to 16,000 advisers who all want different strategy wording and template changes.

Moreover, Mr Miller addresses the Quality of Advice Review and expounds on why it’s important for more Australians to access advice.