It’s time to be bold and tell the success stories of financial advice
Melissa Caddick was just one more in a line of people who over the years have given financial advisers a bad name, even though she wasn’t even an adviser. The […]
Post Tagged with: "Professional standards"
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 […]
Will the disruption, cost and stress of new standards be worthwhile? This research says ‘yes’
The introduction of new education, professional and ethical standards has been painful for many advisers. The process has been protracted, disruptive and costly. But even if the implementation has been […]
New standards costing advisers time and money, but the public is onboard
The introduction of new education, professional and ethical standards for financial advisers has proven to be both costly and disruptive for financial advices and advice businesses. But new research by […]
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 […]
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 […]
Accountants and financial advice: avoid or fill a void?
As more financial advisers head for the exit doors, prompted by higher education standards and an end to grandfathered conflicted remuneration, accountants are a popular choice to step into the […]
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