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Opinion

Australians leaning towards Labor for financial services vote: CoreData

With the race to the federal election heating up, voters have shown a tendency to trust the ALP on issues to do with security, continuity and accountability in the financial services industry according to CoreData.
Industry

Koda brings in ‘logical choice’ US investor for next growth phase

Koda founders Paul Heath and Steve Tucker courted several potential US backers before Emigrant Partners emerged as the clear front-runner. The tie-up secures capital for the wholesale provider and continues the run of foreign investment in the Australian advice market.
Industry
1

‘Return to stability’: Q1 sees fewest advisers leave in three years

Some 433 advisers departed the industry in the first quarter of 2022 – a fraction compared to the previous period according to Adviser Ratings. With the major deadline for the adviser exam having passed, the industry is due for some stability but the research firm warns the “promise of change on the horizon looms”.
Industry
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Industry

Crossbench help not needed: Jones confident ALP will form government

Shadow financial services minister Stephen Jones is confident of a Labor win at the federal election, so much so he hasn’t held any discussions with independents in case they need to form a minority government. Jones believes existing ministerial and regulatory powers will be sufficient enough to enact changes.
Opinion
3

Advice future hinges on less constrictive regulatory regime

The financial services industry’s bright future depends on its ability to rekindle the entrepreneurial spirit inside advisers and reduce the “tightness” of the system. AZ NGA’s Paul Barrett writes.
Opinion
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Opinion
1

Too much choice killing efficiency in the advice spectrum

Choice is fundamental to quality personal financial advice but too much of it can be a distraction, hinder decision-making and curb productivity, all for no material client benefit. The same dynamic applies to licensees, Neil Younger writes, with the cost being scale and efficiency.
Analysis
2

Levy appointment seals it: Advice quality review will be about anything but

She's incredibly well respected, a top-flight financial services lawyer who moved to Allens in 2014 and promptly won partner of the year. But is a "distribution of financial products" specialist who makes her bones representing funds, banks and other corporate entities the right person to lead a review into the quality of financial advice? Probably, if quality isn't the priority.

Listen to our new Ethics for Advisers series

On Practice
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Industry
1

FPA to reduce CFP fees, scrap marketing levy

The membership cost for CFP professionals is going down next financial year by $100 to $995. It’s the first time in seven years the association has changed its fee structure.
Marketing

All about connection: How to build better client relationships

Your best client really is your most satisfied client, who goes on to provide free advertising by telling all their friends and family about you. This occurrence should be the end result of all of your client interactions.
Upcoming events
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6 - 7 June, 2022

Licensee Summit

SUITABLE FOR: Licensee and dealer group heads.
The annual Licensee Summit is recognised as the key event for the leaders of financial planning dealer groups and licensees to meet and engage with peers and colleagues to discuss the issues that underpin great businesses and the delivery of great advice.
1 December, 2022

Researcher Forum

SUITABLE FOR: Heads of dealer group and licensee research businesses, senior executives of independent research firms, and senior professionals involved in researching investment products for inclusion in model portfolios and implemented consulting.

The event designed specifically for senior research professionals. The forum focuses on issues related to the generation and delivery of research and research-related materials to clients.

Profiles
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Industry

Shuttleworth on Centrepoint’s future and what he tells his daughter’s boyfriend

The industry veteran got a warm start at Centrepoint after working as a consultant with the board, which came in handy when talks to buy Clearview's advice network gathered pace. He speaks to Professional Planner about running the now-fifth largest licensee in Australia and the sage words of advice he had for his daughter's university-age boyfriend.  
Profiles

Leading from 35,000 feet – treat your board as your best advisers: Alan Joyce

Qantas CEO Alan Joyce stressed the key to leading during times of crisis is seeing the big picture and tapping the experience of your own top table.