The wide and varying experience of advisers sitting the industry exam
It turns out that stockbrokers might not be as bad at ethics and incompetent at basic financial advice as they would have us believe. Claimed exam failure rates of as high as […]
In the news
The value of a licensee: Have your say
There’s probably never been a more important time for financial advisers to truly believe that their chosen licensee is a genuine partner to them in running their business and servicing […]
Protecting true financial advisers a central part of the new regime
Financial advisers are a mightily exclusive group, and should be treasured as such. We all know the new standards that existing financial advisers must meet if they want to stay […]
‘Advice Dividend’ puts numbers on the value of advice
Earlier this year IOOF commissioned CoreData Research on a project designed to really get to grips with how clients of financial advisers experience advice and their perceptions of its benefits.
Down markets revive asset-fee argument
It’s often said that clients of financial advisers should be allowed to choose for themselves how they pay for advice. The client-choice argument is often advanced in support of asset-based […]
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 […]
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 […]
Make clients aware of the Code of Ethics
The financial planning industry routinely makes sense for its clients out of complex, convoluted and arcane taxation, social security and superannuation legislation. Adopting a new, industry-wide code of ethics for […]
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
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 […]
Recent Posts
Licensee growth in a time of shrinking adviser numbers
September 28, 2021
Licensees’ attention turns to data in the quest for advice practice efficiency
September 17, 2021
ASIC’s guide to being good
September 2, 2021
CoreData 2021 Licensee of the Year Awards – winners announced
August 24, 2021
All will be revealed: CoreData’s 2021 Licensees of the Year
August 17, 2021
