Advisers

Risk advice: fees versus commission

Risk advice: fees versus commission

The age-old debate about fees versus commissions has become a distant memory in the financial planning industry, with advisers no longer able to charge commissions relating to investments for new […]

by January 31, 2020 0 comments Advisers, Risk
This may be the quickest way to win back trust in financial advice

This may be the quickest way to win back trust in financial advice

New research by CoreData has found that financial advisers would be trusted more if consumers knew more about new education, professional and ethical standards coming into play in the next […]

by January 13, 2020 0 comments Advice, Advisers, Research
Ten epic charts that define advice in 2019

Ten epic charts that define advice in 2019

From adviser migration to licensee satisfaction, BoJo and Trump to foxes and oxen, 2019 had highs and lows that through the highs and lows of a year in the industry […]

APRA’s IP intervention – the challenges

APRA’s IP intervention – the challenges

The regulator issued a clear directive to life companies this month: provide proof you’ve changed the way you offer disability income insurance or be prepared to face sanctions. In an […]

by December 13, 2019 0 comments Advisers, Risk
Value trumps all in client stakes: research

Value trumps all in client stakes: research

One of the hardest things for some financial advisers to do, it seems, is to explain simply and clearly to a client, whether existing or prospective, exactly why financial advice […]

by November 12, 2019 0 comments Advice, Advisers, Research
Tinkering with adviser standards undermines the profession

Tinkering with adviser standards undermines the profession

The financial advice education, professional and ethical standards program overseen by the Financial Adviser Standards and Ethics Authority (FASEA) not have been universally popular, but it was the best thought-out […]

by October 14, 2019 0 comments Advisers, Legislation, Licensees, Profession
What advisers really think of their licensee

What advisers really think of their licensee

It doesn’t really matter where you work, or how much you love your job, sometimes it’s tempting to think about what it might be like to work somewhere else. The […]

by October 1, 2019 0 comments Advisers, Licensees, Research
New home, new licence: Crosbie Wealth prepares for the future

New home, new licence: Crosbie Wealth prepares for the future

On the day CoreData visits Crosbie Wealth Management in Newcastle, just more than two hours’ drive north of Sydney, the sharemarket falls almost 3 per cent, or almost 190 points, […]

by August 27, 2019 0 comments Advisers, Practice, Profession