Best Practice

Licensees' futures are built on support for advisers

Friday, 26 May 2017

Exactly how the nature of licensing for financial planners will change is still unsettled but one thing does seem certain – licensees will have to adapt to a new role.

Get the best out of your staff – evaluate them the right way

Tuesday, 23 May 2017
An incorrect approach to measuring staff performance could be costing your business by stifling innovation, creativity and collaboration.

Educate clients about approaches from funds, for everyone’s sake

Monday, 22 May 2017
An unsolicited letter to a client sparked an 18-month-long, and ultimately unsuccessful, fight for compensation. Financial planners are advised to look out for similar approaches.

A professional sector needs a professional structure

Tuesday, 16 May 2017
Financial planners should move to a model with a ‘profession structure’, where they are directly licensed by ASIC or the standards body.

    Have your say

    Will the measures announced in the budget affect your clients?
    Vote Now