In the news

The wide and varying experience of advisers sitting the industry exam

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 […]

by April 9, 2021 0 comments Advice, APAC, Global, In the news, Insights
The value of a licensee: Have your say

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

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

‘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

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 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

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 Advice, APAC, Global, In the news, Risk
Make clients aware of the Code of Ethics

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 […]

by January 28, 2020 0 comments Advice, APAC, Global, In the news
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 […]