
Mortgage Choice has recruited another financial advice practitioner, putting the brokerage’s dealer group arm on track to meet its stated target of 60 advisers by June 2015.
"We understand the central driver for the convergence of services from a customer's perspective is really one of trust and convenience,” he said.
"Our customers do not want to disclose their personal financial information over and over again to various service providers. They want the convenience of dealing with one trusted organisation who can meet all of their financial needs.”
Mr Russell also spoke of the benefits of being a non-aligned licensee, explaining that Mortgage Choice is “not controlled by any financial institution”.
While an increase in the general transfer balance cap for next year now seems likely, advisers should be prepared for any legislative risks on the hor...
The company has issued a statement. ...
AI will enable clients to be more self-sufficient in seeking advice and sourcing finance, allowing advisers to transition into financial strategists,...