Licensees' futures are built on support for advisers

Friday, 26 May 2017

Exactly how the nature of licensing for financial planners will change is still unsettled but one thing does seem certain – licensees will have to adapt to a new role.

AMP details goals-based advice strategy, platform consolidation

Friday, 26 May 2017
AMP has shared its plans to reposition advisers as goals coaches and pair them with artificial intelligence in a bid to lift its wealth-management arm’s revenue growth.

Reform your business model to meet clients’ changing needs

Thursday, 25 May 2017
Advisers must make the move to strategic advice – for their clients’ benefit and their own. This means developing an in-depth relationship with consumers, Allison Dummett writes.

Proximity to money can make you less ethical

Thursday, 25 May 2017
People working in financial services need to accept that “proximity to money” makes them more likely to engage in poor ethical behaviour.

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