Julie Berry: Fear change but don't fight it

Wednesday, 20 September 2017

Former FPA chair Julie Berry says the changes that will lead to professionalisation are inevitable and everyone needs to quit griping about them and adjust.

Reflection: What can be salvaged from CPA Advice wreck?

Friday, 15 September 2017
A preliminary report has found that CPA Australia's financial planning venture was a disaster with considerable fallout. But that doesn't mean it shouldn't have another go.

Reflection: Hold employers accountable for poor advice

Friday, 8 September 2017
Responsibility and consequences for bad advice shouldn’t stop with the frontline adviser and this week, ASIC signalled its intent to ensure that it doesn’t.

Compliance can blind you to clients’ needs

Thursday, 31 August 2017
Clients miss out when advisers elevate the pursuit of compliance and process above giving the appropriate and considered advice that is likely to deliver the best outcomes.

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