Bringing feminine traits to risk advice
Risk advice is now regarded as a much more personal service, but it is delivered by a much smaller pool of financial advisers. Traditionally feminine traits such as nurturance, sensitivity and warmth naturally lend themselves to life insurance which should encourage more women to consider it as a speciality.
September 02, 2024
Sherlock Wealth names CEO
Sherlock Wealth has appointed Andrew Sherlock as its CEO, taking over from his wife Jacqui Sherlock who is stepping down after eight years in the role.
September 02, 2024
Betashares completes acquisition of Bendigo Super
Betashares has completed the acquisition of the $1.4 billion Bendigo Superannuation, officially marking its entry to the retirement industry.
September 02, 2024
ASIC calls on super funds to better engage with millennials
ASIC’s Moneysmart has urged super funds to better engage with millennial members and improve services, transparency and access to information, following a roundtable with financial advisers, research and content creators.
September 02, 2024
Count’s CBA remediation provision now closed
Count has finished up the remediation provision it took on after acquiring Count Financial from Commonwealth Bank more than four years ago. CEO Hugh Humphrey tells Professional Planner it’s a “big milestone” for the group in the thick of a transition in the advice profession that has turned Count into one of the largest licensees via a raft of acquisitions.
August 30, 2024
E&P sees Dixon in rearview mirror while advisers foot the bill
The parent company of Dixon Advisory, E&P Financial Group, has told the market its legacy issues are behind it, while preaching its core values of putting clients first and acting with integrity. Meanwhile, former Dixon clients are left on their own to fight for compensation and advisers and licensees are left to foot the bill. Simon Hoyle and Chris Dastoor write it’s par for the course for a flawed scheme design and a “diabolical” funding model.
August 29, 2024
Jones proposes roundtable to resolve tax adviser ethics row
Minister for Financial Services Stephen Jones is moving at lightning speed to consult with 10 professional associations, including the Financial Advice Association, before his determination with eight new ethical obligations for tax advisers is subject to a disallowance vote by the Senate on 10 September.
August 29, 2024
The delicate art of conducting change management
Businesses frequently need to review providers to make sure they’re getting the best quality service at an appropriate cost. But in cases like customer relationship management software, transitioning to a new system is complicated and requires unique considerations.
August 28, 2024
Generating impactful advice outcomes for an underserved market
It’s challenging for younger advisers to connect to older pre-retirees who have decades more life experience, so Pursue Wealth adviser Julia Armstrong found her niche dealing with younger women who she could relate to.
August 28, 2024
DBFO Tranche 2 will be like the first tranche ‘on steroids’
The second tranche of advice reforms is headed for similar levels of contention and chaos as the first tranche, the Professional Planner Shape of Advice podcast has heard. But while many may be frustrated by the slow pace of legislative change, Financial Services Council CEO Blake Briggs says the government was right to consult so thoroughly.
August 27, 2024
CSC to supercharge advice in the new financial year
The Commonwealth Superannuation Corporation has conceded it’s “not as advanced” as many of its peers when it comes to working with external advisers as it aims to revamp its advice framework this financial year to support its recently launched Retirement Income Strategy.
August 27, 2024
