Professional Standards
The truth about trust
To understand what the community expects of financial advisers, it's important to establish what key elements make up a trustful relationship.
Simon HoyleFebruary 7, 2019
Simon Hoyle
Featured Homepage Posts
Advisers see regulation, FASEA standards hindering growth
New research shows the compliance burden and FASEA’s impending standards are the greatest perceived threats to growth. Advisers will look to licensees for help.
Tahn SharpeSeptember 24, 2018
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Many advisers are planning to fail: research
As long as revenue keeps rolling in, advisers think everything is going to be fine, new data shows – but the truth may well be different.
Matthew SmithSeptember 14, 2018
Featured Homepage Posts
The 4 pillars of trust advisers need
CoreData’s Simon Hoyle says advice practices need to keep their eyes up and address four key areas if they are to win back their clients’ faith. Tahn Sharpe writes.
Tahn SharpeAugust 7, 2018
Featured Homepage Posts
The AFSL dating game
Advisers need to be careful to find an AFSL that's a good fit - and licensees need to exercise caution, too. Recent industry events have put the entire process under time pressure.
Simon HoyleJuly 30, 2018
Featured Homepage Posts
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.
Simon HoyleJune 19, 2018
Industry
Professional Planner names Kate Cowling new editor
Conexus Financial has announced the appointment of Kate Cowling as the new editor of Professional Planner magazine and online.
Keith BarrettMarch 3, 2017
Magazine
More planners taking direct action
More than a third of financial planners would prefer to use a platform to transact direct share investments, if they could transact via only one channel, but only 16 per cent of planners rate their main platform’s share trading capability as “very good”.
Simon HoyleAugust 1, 2011