Claire Wivell Plater's guest appearances

Claire Wivell Plater

XY Adviser

Ensombl Advice Australia

Chris Brycki

Glen Hare

Allison Macfarlane

Chris Ridd

Chris Bates

Ron Pratap

Chris Hockey

Amanda Cassar

Sam Henderson

Sean Brennan

Mike Weeding

MJ Fitzpatrick

Warrick Pleash

Brad Fox

Simon Sinek

OwlTail

When it comes to vertical integration and regulatory requirements in the advice industry, there’s no one more qualified to give us the 101 then Claire Wivell Plater (@ClaireWivPlat) of The Fold Legal (www.thefoldlegal.com.au). In this insightful episode with Ray and Adrian of XY Adviser, Claire discusses whether the industry has an issue with ‘vertical integration’ or rather a ‘conflict of interest’. She also explains what Target Market Determination is and how it will help advisers provide more appropriate advice as well as the key to managing the potential issues that arise with in-house products. If the words compliance, best interest duty or vertical integration have ever made your ears prick up, this is the episode you want to listen to.  XY Adviser Online Training Platform - https://www.xyadviser.com  General Disclaimer - https://www.xyadviser.com/disclaimer/   This podcast is proudly supported by Netwealth (www.netwealth.com.au), an ASX listed company ranked #1 for overall platform functionality and user satisfaction by Investment Trends for the past three years. Netwealth understands that the Financial Advice landscape is changing and is providing market leading technology to help you explore new perspectives and realise new efficiencies. Through excellent customer service and expertise, Netwealth are working with XY Advisers to innovate and drive Financial Advice forward.

When it comes to vertical integration and regulatory requirements in the advice industry, there’s no one more qualified to give us the 101 then Claire Wivell Plater (@ClaireWivPlat) of The Fold Legal (<a href="http://www.thefoldlegal.com.au" rel="nofollow" target="_blank">www.thefoldlegal.com.au</a>). In this insightful episode with Ray and Adrian of XY Adviser, Claire discusses whether the industry has an issue with ‘vertical integration’ or rather a ‘conflict of interest’. She also explains what Target Market Determination is and how it will help advisers provide more appropriate advice as well as the key to managing the potential issues that arise with in-house products. If the words compliance, best interest duty or vertical integration have ever made your ears prick up, this is the episode you want to listen to. XY Adviser Online Training Platform - <a href="https://www.xyadviser.com" rel="nofollow" target="_blank">https://www.xyadviser.com</a> General Disclaimer - <a href="https://www.xyadviser.com/disclaimer/" rel="nofollow" target="_blank">https://www.xyadviser.com/disclaimer/</a> This podcast is proudly supported by Netwealth (<a href="http://www.netwealth.com.au" rel="nofollow" target="_blank">www.netwealth.com.au</a>), an ASX listed company ranked #1 for overall platform functionality and user satisfaction by Investment Trends for the past three years. Netwealth understands that the Financial Advice landscape is changing and is providing market leading technology to help you explore new perspectives and realise new efficiencies. Through excellent customer service and expertise, Netwealth are working with XY Advisers to innovate and drive Financial Advice forward.

#103 Vertical Integration and Appropriate Financial Advice with Claire Wivell Plater