Lloyd pulls the pin after two years at MLC
After steering MLC through the final two years of its existence, CEO Geoff Lloyd has made the decision to exit the group before the transition is made to new owners IOOF.
October 07, 2020
Two standout reasons advisers consider switching licensees
Advisers are generally more satisfied with how their licensees are supporting them this year according to CoreData, but there remain two key service offerings that – if another licensee could provide them better – are significantly more likely to prompt an adviser to change dealer groups.
October 06, 2020
FASEA’s Glenfield: 10,000 qualified advisers a ‘strong’ story
Past the halfway point in its exam transition program, the authority’s CEO says its time to acknowledge what the uplift in professionalism means to consumers. “I had faith in the outcome of this,” Stephen Glenfield tells Professional Planner.
October 02, 2020
IOOF rebuffs product subsidy accusations as licensee heads bristle
IOOF’s decision to offer discounted fees to MLC advisers has been labelled a failure of leadership amid accusations it will be funded by continued product subsidisation. Not so, says IOOF head of advice Darren Whereat; “There are no freebies, we’re just offering advisers certainty.”
September 29, 2020
The importance of downtime: Jason Featherby
Advisers need to listen and show empathy says Perth adviser Jason Featherby. Spending time with the family and keeping up with your hobbies helps advisers stay balanced and maintain this level of engagement, the Knight Financial boss believes.
September 28, 2020
Kerry Kennedy on corporate responsibility and shoelace equality
The lawyer and human rights activist flagged the role of business leaders in leading the fight for racial and gender equality, while also revealing how the death of her father and her unorthodox childhood shaped her beliefs.
September 25, 2020
Three things advisers should know before going virtual
On a global webinar with an audience of 1,000 CFPs, Newcastle planner Adele Martin revealed the most important things to remember before taking an advice business wholly online.
September 24, 2020
PI insurance market tipped to turn mid-to-late 2021
Specialists say it’s the hardest professional indemnity insurance market for advice in 20 years, with annual premiums starting at $10,000. But a stabilised economy and improved compliance levels could see insurers come back into the fold and premiums soften in 2021.
September 23, 2020
ASIC provides relief to Victorian advisers
Financial advisers in the beleaguered state will have until December 7 to fulfil their FDS and renewal obligations after the corporate regulator announced a 'no action' stance due to difficulties associated with the severe lockdown.
September 23, 2020
