‘Frightfully clever in that manipulative, sly, horrible way’
James Gibbs' deception is laid bare by his exploited clients and the ASIC investigator responsible for leading the case against the rogue adviser.
July 12, 2019
Count Financial valued at $40m as Rowe prepares for shareholder vote
Analysts – and a 50 per cent share price spike – indicate the $2.5 million purchase is a savvy one for CountPlus, but the real test will come when the CEO pitches the deal to shareholders.
July 11, 2019
Hub24’s Alcock on ‘next iteration’ of advice
Managed portfolios and separately managed accounts are among the structures more advisers are exploring as they increasingly group together and share services.
July 10, 2019
Where advisers really add value
Technical know-how is a baseline for advisers but its the mentoring, coaching, counselling and project management that clients really value, according to David Haintz.
July 09, 2019
Advice bosses should take the lead on mental health: AIA
AIA’s Justine Marquet reminds managers and principals that as business leaders they take responsibility for the mental health and well being of their staff.
July 09, 2019
The problem with our approach to ethics
Improving our understanding of disinhibition and how people who have it work within an organisation could help companies be more ethical.
July 08, 2019
Advisers tracking at ’60 to 70pc’ on practice exam: Kaplan
The education provider says advisers are doing better at multiple choice than written response questions in its practice exam, which was gifted to the industry by BT.
July 05, 2019
In their own words: ‘It’s like going on a date’
"You've got to watch the line between being a client and a friend, but I think we balance it really well," says Helen of her relationship with consultant and client, Carly Nikolic.
July 04, 2019
Advisers say CRMs are getting better
A recent advice-tech report from Netwealth reveals advisers are ten per cent more satisfied with their CRM tools than they were last year, continuing the upward trend.
July 04, 2019
Consumers take a shine to self-licensed advisers
People seeking advice can discern whether an adviser is self-licensed and are showing a preference for that business model, according to CoreData's Simon Hoyle.
July 03, 2019
Shipton signals focus on general advice
The ASIC Chair used his speech at a recent economic development forum to warn the industry that general advice will be an area of increased interest for the regulator.
July 03, 2019
