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 …

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 …

Three trends we can expect to see post-Royal Commission

The Australian financial services industry is undoubtedly facing a crisis of trust. Throughout the Royal Commission, we have heard admissions from some of Australia’s largest and most trusted institutions of …

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 …

Will trust in super evaporate in the heat of the royal commission?

The Royal Commission turns its attention to superannuation on Monday as it kicks off two weeks of public hearings in Melbourne. After the fireworks of previous hearings it promises to …

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. …

How to stop ‘customer-centricity’ being a meaningless mantra – part two

The challenge facing any organisation seeking to develop a truly customer-centric culture is how to get past paying lip service to an ideal and build a focus on customers into …

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 …

How to stop ‘customer-centricity’ being a meaningless mantra – part one

The inescapable mantra across businesses (even government) today, is that the “customer” is at the core of what they do – the idea that “we live to serve”. While many …
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