‘Advice as the product’ is key to licensees remaining relevant

The caning meted out to the financial advice industry in the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry might have been avoided if advice were …

Rubbish in, rubbish out. The art of asking the right questions

Rubbish in, rubbish out. The art of asking the right questions My three-year old has just hit the “why” stage. “Where are we going mummy?” To the shops. “Why?” To …

Is the fat lady singing for the licensee entity?

The Financial Planning Association of Australia (FPA) has joined the swelling chorus of voices supporting changes to how financial planners are licensed and authorised to give advice. The licensing regime …

Five drivers of licensee reform and
what they mean for the future

Financial planning licensees controlled by the big four banks and AMP account between for approximately 7800 authorised representatives, or in truth, about half the active market. With ANZ selling its …

It’s now or never for rebuilding trust with clients

Unless you have been living under a rock, which might actually have been a better option for some, the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services …

What the Aged Care Industry can learn from Financial Planners

On the face of it, the aged care and financial planning sectors are worlds apart. One is undergoing deregulation while the other is fending off the legislators with a big …

Footy, Millennials and Segmentation

Last Sunday Essendon lost to Melbourne in the AFL and a story to make the media rounds was Brendon Goddard’s on-field spat with a few of his younger teammates. What …

Facebook, Cricket and the endless search to know the Customer

Over the last few months, those in the business of crisis management have been gifted more fodder for promoting their services than they could ever have hoped to get their …

Man in the Mirror: Advisers committed to making a change

A tourist is travelling through Ireland. He stops a local and asks for directions: “How do I get to Dublin?” The local earnestly responds: “Well, Sir, if I was going …

Competition versus Conflict in Mortgage Broking

Before the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry sank its teeth into the financial advice industry, it spent two weeks on consumer lending where …