How to change: Seven steps to advice business transitions
Switching your investment model, pricing structure or even crossing over to managed accounts needs to approached as a project, not a problem, according to David Haintz.
June 18, 2019
M&A spree continues with Fiducian’s MyState buy
The purchase is part of a recent run of acquisitions by firms taking advantage of a surging buyers’ market and betting on the profitability of advice.
June 17, 2019
AFA/FPA confirm alliance, join life insurance movement
The FPA and AFA’s new taskforce, an extension of an alliance the two representative bodies confirmed in May, adds weight to the life insurance industry's ‘single voice’ movement.
June 17, 2019
Westpac finalising advice referral partners
After folding its BTFG brand internally and exiting personal advice, Westpac is close to settling on a panel of ‘specialist advice businesses’ to send client referrals to.
June 14, 2019
A case study in front running disruption: Centrepoint
Transparency with advisers was an essential part of the transformation process Centrepoint Alliance CEO Angus Benbow kicked off close to a year ago now. Leaders have no choice but to face into the challenges, he says.
June 12, 2019
‘Not all commissions are bad’: Insurance advisers find a single voice
Policy experts, practitioners, representative bodies and business leaders gathered together to establish a single voice in support of better consumer outcomes and a sustainable sector ahead of a landmark review.
June 11, 2019
Tech enabled, hybrid advice model emerges
Ashleigh Swayn and his partner offer limited advice for a low, transparent price, but it is digital enablement and low overheads that afford them four months of travel per year.
June 11, 2019
Risk profiling needs to get smarter: Academic
Katherine Hunt says it’s “quite strange” that advisers tend to use the same old academically untested risk profiling tools. No wonder, she says, they keep providing the same biased results.
June 07, 2019
Code monitoring a ‘good thing’: FPA
The FPA’s CEO lauded the proposed code monitoring arrangement for its ability to bring all advisers under the same ethical standard. ‘No one gets to choose not to be involved’, he said.
June 06, 2019
