SuperFriend launches new digital course on managing challenging interactions

From

SuperFriend, the national workplace mental health organisation, has launched a new workshop to its online learning platform, MySuperFriend, on managing challenging interactions and conflict in the workplace. Recommended for all... Read more continue reading

The ethics-centric financial advice practice

From

Professional standards reforms for financial advisers were introduced to the Corporations Act 2001 in March 2017 to raise the education, training and ethical standards of people providing personal advice to retail clients.... Read more continue reading

Best interests duty – mortgage broker = Join the club

From

The new mortgage broker’s best interests duty obligations are wide reaching. They may apply even if you’re providing credit assistance that doesn’t relate to a mortgage. Who does it apply... Read more continue reading

COVID-19 sees a respite in the mental health of financial services workers

From

New research launched yesterday by national workplace mental health organisation, SuperFriend, highlights a remarkable improvement in the mental health of financial and insurance services workers amid the COVID-19 pandemic, following... Read more continue reading

Pandemic challenges planners to reassess delivery of risk advice: 2020 Planner Risk Report

From

Investment Trends has released its 2020 Planner Risk Report, an in-depth survey of Australian financial planners who provide advice on life insurance. The pandemic has challenged financial planners to reassess... Read more continue reading

Ethics and inadequate financial advice

From

On 1 January 2020, FASEA’s Code of Ethics became enforceable by law, requiring advisers to comply with its 12 detailed standards. By the end of 2020, it was announced that... Read more continue reading

How can an adviser be confident their advice is good before trouble starts?  In other words, how do you audit yourself?

From

There are 5 key things that the adviser must do – and be able to evidence afterwards – to show that they have worked for the benefit of the client, and not... Read more continue reading

Increase in fund mergers requires increased focus on people 

From

The pace of mergers in the superannuation sector is forecast to rise this year – and impact more people in our industry than ever before. Superannuation funds MTAA Super and... Read more continue reading

How advisers can build client trust through transparent communications

From

Attracting and retaining clients begins with properly understanding their needs and expectations. As the effects of the COVID-19 pandemic have increased competitive pressure on financial advisers, transparency and honesty are... Read more continue reading

Merry Christmas and Happy New year from AdviserVoice

From

Wishing you a safe and happy festive season. Thank you for being part of the AdviserVoice community in 2020. We look forward to bringing you the latest Australian Financial Services... Read more continue reading