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Code monitoring to be superseded by bigger plan

The government is putting effort into a single disciplinary body, which could be a step towards an individual licensing regime for advisers.

Matthew SmithJune 3, 2020

Statistics hide the human side of retirement

An industry that has become so accustomed to using averages to measure adequacy and address policy settings is failing to account for unique circumstances of individuals.

Matthew SmithMay 18, 2020

What Lloyd’s announcement didn’t say about the state of licensees

CoreData, in partnership with Professional Planner, is conducting its annual licensee preference survey to inform a feature to be published in June. Simon Hoyle weighs in on the state of the licensee market today.

Simon HoyleApril 8, 2020

AMP’s biggest challenge yet: silos to clients first

Despite his unwavering belief in the once mighty brand, AMP head of Wealth Alex Wade admits the corporate giant has a lot of work to do in veering from product led advice to a model built on client centricity.

Matthew SmithSeptember 5, 2019