Financial advice stands one step from the summit
At an altitude of almost 8800 metres, and just 50 metres below the summit of Mt Everest, there was a small but technically challenging section which came to be known […]
Profession
The pointy end of professionalism
In November in Canberra, the Profession of Independent Financial Advisers (PIFA) held its 2019 symposium, attended by the principals of around 30 financial advice firms that conform to the Corporations Act Section […]
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 […]
The advice gap: it’s real, it’s happening now, and it needs to be bridged
Financial advice in Australia has a poor reputation. The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services industry caused trust in the sector to plummet, but even […]
Walking the walk to prove the future of advice
Matthew Rowe has talked the talk, and now he’s limbering up to walk the walk. At stake might be nothing less than the future of the financial advice profession itself. […]
I won’t back down: Why perseverance is key for advisers
Financial advisers are facing some real headwinds at the moment. Over the coming year, they’re all required to sit and pass a universal examination, and then they’ll need to upgrade their […]
The carrot and stick of financial advice ethics
The biggest changes financial advisers face in the next few years don’t stem from new education standards or the industry-wide exam and are not due to the introduction of new […]
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, […]
The CoreData Adviser Intelligence Dashboard
New education, professional and ethical standards are expected to have a profound effect on the number of financial advisers operating in the Australian market between now and when the last […]
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