A recipe for education standards already exists, so why the delay?
Academics are scratching their heads as to why the new education standards deadline for existing planners has been pushed out to 2024. Simon Hoyle reports.
July 01, 2016
Regulation must put robos on an equal footing with human advisers
Evolving technology is going to keep changing how financial advice is delivered and regulation needs to keep pace with it, says FPA chief executive officer. Simon Hoyle reports.
June 30, 2016
It’s not me, it’s you: if your licensee doesn’t fit, get a new one
The decision to switch dealer groups isn’t easy, but advisers shouldn’t shy away from making a move if they’re not completely happy with the one they've got. Greg Holman writes.
June 30, 2016
Introducing The Client. Part 1: First advice meeting
An initial consultation with a financial planner can be a baffling new experience as self-doubt and spend-fear take over. Read the first part of a new series viewing the advice process through the client's eyes.
June 30, 2016
Leave us out of a royal commission inquiry, planners say
With 54 reviews and inquiries about financial advice in the past seven years about financial advice, Financial Planning Association chief says industry doesn’t need a royal commission inquiry. Simon Hoyle reports.
June 29, 2016
Brexit shocker – politics may be harder hit than markets
Tom Stevenson writes that when it comes to Brexit, “unwinding a 40-year marriage” will take considerable time and effort, but the political upheavals may have the biggest repercussions.
June 29, 2016
24 HOURS: A day in the life of … Minchin Moore Private Wealth
The second profile in a new series focusing on the day-to-day activities of leading financial planning businesses across Australia. This month: Minchin Moore Private Wealth.
June 29, 2016
Playing the long game and ‘flirting with 40s’
An Irishman’s thirst for adventure led to a brilliant career in financial planning in Australia. But he says there are no short cuts to being a top notch adviser. Jo Leggatt reports.
June 27, 2016
Three basic tips for how you can turn more leads into sales
Every dollar spent on marketing is a dollar wasted if it doesn’t contribute to improving your bottom line. Anthony O’Brien writes about the best ways to "convert" potential clients.
June 27, 2016
Rewriting the book on the old-fashioned legal tradition of deeds
Bryce Figot explains how a new publication means SMSF trustees and their advisers no longer have to rely on an English book on deeds that was published in 1928.
June 27, 2016
Coming soon: a seismic shift that maybe not everybody is ready for
Simon Hoyle writes that the rise of a financial planning profession will – and must – fundamentally change the relationship between financial planners and licensees.
June 24, 2016
Focus on the client experience, not your services
Anthony O’Brien explains why understanding the customer's journey is critical to maintaining a strong business and why you should keep your message, and service, consistent.
June 23, 2016
