Headlines

Saturday, June 23, 2018
Advice and strategies

We're thinking about SoAs all wrong

Advisers should see SoA requirements as a privilege, paper is passé, and firms should stop using technology developed in 105 B.C., the FPA’s Ben Marshan has said.

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We're thinking about SoAs all wrong

Advisers should see SoA requirements as a privilege, paper is passé, and firms should stop using technology developed in 105 B.C., the FPA’s Ben Marshan has said.

Industry

Expect legislators to come down hard: Bernie Ripoll

Politicians will have plenty of motivation to drop the hammer on the financial planning industry, the architect of the Future of Financial Advice reforms told Professional Planner.

Industry

Battle of the ban: the conflict to end grandfathered commissions

The FPA and ASIC have drawn a line in the sand. The time has come to end grandfathered commissions, they say, but many predict harmful unintended consequences. Matthew Smith writes

The Profession

What if the advice industry were already a profession?

Issues that arose during the royal commission public hearings might have been treated differently had a profession, as defined here, existed at the time.

Conexus Financial Licensee Summit 2018

AFCA updates loom for advice firms

Advice firms must update websites and customer service material by November and will need to amend product disclosure statements and SoAs by mid-next year.

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Contributors

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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