Advisers

For risk advisers, the glass is half-empty

For risk advisers, the glass is half-empty

As the impact of new regulations and education standards weigh on the minds of Australian financial advisers, a trend of short-term pessimism is sweeping through the industry.  CoreData’s inaugural Adviser […]

by March 13, 2020 0 comments Advisers, Risk
Why risk advice could be the future domain of the rich

Why risk advice could be the future domain of the rich

The sustainability of risk advice is under threat, with nearly two in five advisers offering life insurance advice claiming they are not able to deliver this profitably under changes to […]

by March 9, 2020 0 comments Advisers, Risk
The art of low-cost active investing

The art of low-cost active investing

The Financial Planning Association of Australia publication Money & Life invited a panel of industry professionals to discuss their thoughts on low-cost active investing, including how to better engage with clients […]

by February 24, 2020 0 comments Advice, Advisers, Superannuation
Why the FASEA standards will be worth the disruption

Why the FASEA standards will be worth the disruption

On January 1 last year the financial advice industry entered a new era when the first of a set of new education, professional and ethical standards came into force.  Between […]

by February 20, 2020 0 comments Advisers, Legislation
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