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
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
Risk advice will be assessed as part of a review ASIC’s Joanna Bird has outlined at a discussion in Canberra facilitated by insurer, AIA Australia.
Matthew SmithJuly 26, 2019
The financial services industry is starting to work out exactly what the FASEA mandatory Code of Ethics means and many won't like it, including those who think they're addressing their conflicts by charging asset-based fees.
Robert MC BrownJune 24, 2019
Advice practices have taken to managed accounts like ducks to water, but new questions about conflicts of interest have left potential adopters in a holding pattern.
Ben PowerOctober 15, 2018