In super we trust, but is this the calm before the storm?

The numbers are in and there’s good news for industry super funds. According to CoreData research there’s been no damage to consumer trust from the Royal Commission’s superannuation hearings. The …

‘Technology does not care about you’: why fintech won’t replace advisers

If it’s true that where the US goes so goes Australia but on delay, Dan Moisand has some positive news for Australian advisers about the impact that fintech, and robo-advice …

Who’s most at risk in financial planning’s own ‘extinction event’?

About 66 million years ago an asteroid measuring roughly 12 kilometres across slammed into Earth near what today we call the Yucatan Peninsula in Mexico. It was bad news for …

New NAB offer shows why living on the margin is the future for licensees

On October 1 this year NAB Financial Planning will launch a new ongoing financial planning offer to new clients, along with a program to move existing clients to the new …

Why ‘fast evolution’, not revolution, should be the licensee’s aim

The rate and pace of regulatory change that may be forced upon the financial planning industry from the royal commission could undermine the drive to improve the accessibility and affordability …

Why financial planning is entering a golden age

New education, professional and ethical standards are a short-term challenge for all financial advisers, but head of the TAL-owned licensee Affinia, Marcus O’Sullivan, says once they’ve been negotiated the financial …

Two numbers that show why we must fight to retain experienced advisers

Higher education standards for financial advisers are an important step towards professionalism, but they’re not the only thing. The retention of wisdom within the advice community is just as important. …

The incredible shrinking advice industry?

One swallow doesn’t make a summer, but there are some interesting and slightly disturbing figures emerging from a CoreData analysis of the ASIC financial adviser register. Looking back over the …

The four biggest challenges for advice in industry super funds

If the royal commission recommends the separation of product and advice when it reports later this year, super funds providing intra-fund advice to members will be caught between contradictory regulatory …

The three pillars of a licensee’s ‘human response’ to restoring trust in advice

The royal commission inquiry into misconduct in the financial services industry is different from other inquiries the industry has been through and addressing the issues it has exposed will require …