Model Portfolios for efficiency


Almost a third of an Australian financial planner’s time is spend on compliance and administration, compared to a global average of less than 20%.

This highlights the need for advisers to find more efficient ways of operating.

Core Data, in their report Adviser efficiency: Business Processes in Australia, reach the following conclusion:

If advisers can find a way to reduce some of this administrative burden, it has a tangible impact on the profitability of their business.

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