Monday, July 23, 2018
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Investment education standards missing

FASEA’s lack of focus on investment capabilities mirrors ASIC’s approach to oversight of wealth management businesses, industry veteran Graham Rich reckons.

ASIC warns advisers: know your product

The regulator’s new powers and focus have taken its oversight of the design and distribution of financial products to the next level.

MLC future still murky, despite new CEO

Geoff Lloyd’s appointment as new chief executive at MLC has been greeted warmly and suggests an IPO is on the cards. To be successful, he’ll need to keep advisers in the fold.

Data feeds devalued as API emerges

Government-mandated open banking will empower new tools and lessen the value of data feeds in systems such as Xplan and Coin, one fintech executive says.

Side by side: friendship forged in advice

Amie advised Tina and her husband to set up an SMSF, but the relationship was cemented when the pair started sharing war stories about balancing the budget while raising kids.

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Client comfort should come first

Michelle Veitch believes financial advice should be as pleasurable as visiting your favourite coffee shop, so she decided to create surroundings that reflect that.

When to pounce: Policy news creates buying points

New monetary policy information inevitably creates a reaction, but today’s solid fundamentals mean those dips can be opportunities for a steady hand.

Four steps to making good customer service a habit

The top advisers are delivering a winning client experience by excelling on four important fronts. Here’s how you can, too.

FASEA phonetics need their own FAQ

There is painful irony in the members of the industry not being able to agree on how to pronounce the standards board’s name.

Trust is more than just a virtue

That rapport between client and adviser doesn’t come about by magic. Research has explored the structures professionals must have in place to maintain effective relationships.

Stepping up with confidence

Amanda Jarosz says taking the paraplanner route to becoming an adviser has given her self-assurance and a good understanding of all areas of the business.
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