PI scheme futile without professional status: academic

Friday, 28 July 2017

A professional indemnity (PI) insurance scheme, similar to the one used in law, would not work in financial planning because it is not a profession, a leading academic says.

Prime Millennials for engagement through digital advice

Thursday, 27 July 2017
Advisers should use digital technology to engage Millennials now, with a view to overcoming trust issues and “harvesting” them later in life, the FSC Leaders Summit has heard.

Ombudsman refuses to join AFCA transition talks

Wednesday, 12 July 2017
The Credit and Investments Ombudsman is opting out of discussions for a one-stop shop for consumer complaints, arguing that the new body’s powers wouldn’t stop future scandals.

Industry leaders: the move to independence is critical

Wednesday, 12 July 2017
Former executive Geoff Rimmer and Fortnum’s Ray Miles say paths to providing non-conflicted advice will vary but getting there in the next few years will be essential for all.

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