Financial consumer protection – part 1 – practical framework for financial advisers

From

Strengthening consumer protection continues to be the underpinning theme for much of the ongoing scrutiny and regulatory change seen within the financial services industry in recent years. And, at high... Read more continue reading

High net worth clients: The three strategic issues you HAVE to get to grips with

From

The nirvana for most professionals is to work only with high net worth clients.  The challenge in doing so is that the affluent are inevitably becoming more difficult to get in front... Read more continue reading

What do consumers want and can life insurance survive after a ban of commissions?

From

A recent report released by life insurance specialist Brett Wright, has shed some light on the life insurance commission debate, from an advice practitioner and consumer point of view. Life... Read more continue reading

Frontier reviews investment manager culture

From

In the face of an ever-increasing wave of issues surrounding culture within funds management businesses leading asset consultancy, Frontier, has put its foot down in terms of its approach to... Read more continue reading

Real Asset Management commits to pay equity leadership

From

Australian-owned wealth and asset manager Real Asset Management (RAM) has been recognised for its commitment to closing the gender pay gap in the financial services industry. RAM CEO Australia Scott Kelly... Read more continue reading

Spotlight on who owns client relationships

From

Recent legislative changes around consent to charge adviser fees are prompting a number of advisers to reconsider their existing platform relationships, in part because of a disagreement over who owns... Read more continue reading

To be a recognised expert you must be willing to be a target

From

If you become a recognised expert then business will find its way to you. Prospecting per se ceases to be a problem. Getting to be that recognised expert can be... Read more continue reading

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

A strong duty of care for seniors will increase the value of your business

From

Strange as it might seem, financial advisers might be on the cusp of a golden era. Not only will it enhance their bottom lines, but it will increase the market... 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