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Friday, July 1, 2016
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A recipe for education standards already exists, so why the delay?

Academics are scratching their heads as to why the new education standards deadline for existing planners has been pushed out to 2024. Simon Hoyle reports.

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Regulation must put robos on an equal footing with human advisers

Evolving technology is going to keep changing how financial advice is delivered and regulation needs to keep pace with it, says FPA chief executive officer. Simon Hoyle reports.

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It's not me, it's you: if your licensee doesn't fit, get a new one

The decision to switch dealer groups isn’t easy, but advisers shouldn’t shy away from making a move if they’re not completely happy with the one they've got. Greg Holman writes.

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Introducing The Client. Part 1: First advice meeting

An initial consultation with a financial planner can be a baffling new experience as self-doubt and spend-fear take over. Read the first part of a new series viewing the advice process through the client's eyes.

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Leave us out of a royal commission inquiry, planners say

With 54 reviews and inquiries about financial advice in the past seven years about financial advice, Financial Planning Association chief says industry doesn’t need a royal commission inquiry. Simon Hoyle reports.

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