Advisers

Improved financial literacy another happy side-effect of good advice

Improved financial literacy another happy side-effect of good advice

Financial advice can play an important role in the financial education of Australians and facilitate the improvement of financial literacy through the wider community. And it’s not only those with […]

by December 1, 2020 0 comments Accountants, Advice, Advisers
Trust in financial advice returning as the darkest days recede

Trust in financial advice returning as the darkest days recede

It seems like a long time ago now, but the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry was a landmark event for financial advice. Public […]

by November 27, 2020 0 comments Advice, Advisers, Industry, Research
Financial planning and asset management in a time of uncertainty

Financial planning and asset management in a time of uncertainty

In September of 2015 Japan was in the third wave of Abenomics, an attempt by Shinzo Abe, the then Prime Minster of Japan, to lift the economy off its low-growth […]

by November 24, 2020 0 comments Advisers, Investment
Time to reassess the role of robo-advice in addressing accessibility and affordability

Time to reassess the role of robo-advice in addressing accessibility and affordability

The corporate watchdog’s consultation on how to make financial advice more affordable and accessible to more Australians will raise questions about the role of robo advice in helping bridge a […]

by November 20, 2020 0 comments Advice, Advisers, Investment
The opportunity for advisers whose offer can meet the need

The opportunity for advisers whose offer can meet the need

The COVID-19 global pandemic has prompted a rethink of the value of advice, as an increasing number of individuals and households find themselves under financial pressure. But the individuals believe […]

by November 17, 2020 1 comment Advice, Advisers, Research
Licensees grapple with how to keep advisers feeling valued

Licensees grapple with how to keep advisers feeling valued

There are still a few weeks left in 2020, but it’s safe to say already that this year has been one of the most challenging in living memory. As if […]

by November 13, 2020 0 comments Advice, Advisers, Licensees, Practice
Have we entered a ‘new normal’ for trust in financial advice?

Have we entered a ‘new normal’ for trust in financial advice?

We’re waiting with bated breath to learn what the next CoreData Trust in Financial Services survey tells us about how financial advice is faring in the eyes of the Australian […]

by November 10, 2020 0 comments Advice, Advisers, Industry
Declining numbers only part of the story of an industry being reshaped

Declining numbers only part of the story of an industry being reshaped

The decline of adviser numbers over the past couple of years or so has been well documented, but it is only part of the story of what’s been taking place […]

by November 5, 2020 1 comment Advice, Advisers, Industry, Licensees
The difference advice makes being proven right now

The difference advice makes being proven right now

People often make unwise or hasty decisions when they’re under stress. And a growing number of Australian households have found themselves under stress, both financially and non-financially, during the COVID-19 […]

by November 4, 2020 1 comment Advice, Advisers, Industry, Research
Demand for advice set to soar – but where are the advisers?

Demand for advice set to soar – but where are the advisers?

Just when it looks as if demand for financial advice could be set to escalate on the back of the COVID-19 pandemic, it increasingly looks as if that demand might […]

by October 27, 2020 3 comments Advisers, Industry