Industry

The fee consent era begins, but are advisers ready?

New advice fee consent rules are set to kick in Thursday, forcing advisers and their teams into a major back-office reset. CoreData's Simon Hoyle explores what advisers think about the changes, how ready they are for them, and the role of licensees in adapting to change.
Licensees

Licensee familiarity breeding adviser discontent: CoreData

There’s a clear honeymoon period after an adviser joins a licensee, with satisfaction highest in the initial 12-month period. That’s partly the thrill of the new, no doubt; but it’s also surely because no one likes to admit they’ve made a terrible mistake, even if it’s obvious early on. CoreData's Simon Hoyle reports.
Licensees

The value of a licensee: Have your say

Overall satisfaction with licensee support rebounded in 2020, after taking a big dip in 2019. It hasn’t returned to levels we saw in 2018, but it’s on its way – and the 2021 Licensee Research will show us where the number settles this year, Simon Hoyle writes.
Industry

Put the term ‘financial adviser’ on a pedestal: Hoyle

It's still too easy for those who don't know the term 'financial adviser' is enshrined in law to bandy it around incorrectly, Simon Hoyle says. There’s no record of a financial adviser, current or ceased, called Melissa Caddick on ASIC's register, nor does she appear on the register of disqualified persons.
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