Financial advisers going back to school – some more than others

Last week the Australian Securities and Investments Commission (ASIC) urged all existing financial advisers to make sure they are present and correct on the ASIC financial advisers register by December …

Can the Royal Commission create a new industry hero?

From myth and the first recorded stories in ancient history to present-day movie blockbusters, humans appear to be obsessed with the idea of the hero. The “hero’s journey” narrative pops …

Three things aged-care providers can do before the Royal Commission wringer

If the Royal Commission into Financial Services is anything to go by, Australian aged care providers are about to be put through the wringer. The terms of reference of the Royal Commission …

The Royal Commission: the closer you get, the worse it looks

When Commissioner Kenneth Hayne submitted the interim report of the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services industry to the Governor-General and the Parliament in September, …

Why a picture is worth 1000 words in developing effective research insights

The use of visual images in research is not new, but the way they are used continues to evolve and grow. Visual images help to generate research data and provide …

Complaints up, skilled staff down: the challenges of residential aged care

Australia’s residential care providers are in a challenging environment. While some providers are making healthy profits, smaller providers are struggling to survive. This survival-of-the-fittest approach was exposed by ABC’s recent …

If clients aren’t hearing your voice, who are they listening to?

Since the start of this year the reputation of financial planning has been battered by the Royal Commission. Control of the messages about the very real and significant benefits of …

Education and the Royal Commission push financial advice into uncharted territory

It’s been five months since the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry ended its hearings into financial advice. Although nobody is sure exactly how …

Royal Commission: six principles, three key issues, and eight pointers for advisers

The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry interim report, released on September 28, addresses the critical issues of how the level and extent of …

The first step for surviving the storm that too many advisers have not taken

Preliminary findings of the Professional Planner/CoreData Future of Advice Survey show that a useful first step a significant number of advice businesses could take to help them negotiate the uncertainty of …