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
How the best firms take the mystery out of advicetech success
May 3, 2021
The wide and varying experience of advisers sitting the industry exam
April 9, 2021
It’s time to be bold and tell the success stories of financial advice
March 30, 2021
Continued losses in life insurance putting consumer value at risk
March 25, 2021
The value of a licensee: Have your say
March 23, 2021
