Orphan clients’ evolving into a consumer crisis – over regulation and industry self-interest the cause

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The financial services industry dilemma of having sufficient resources and advice practitioners to service the needs of orphan customers is not a new story, it’s a crisis that has been

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Federal election and post-COVID-19 experience are reaffirming need for financial literacy to be taught in schools

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Financial literacy is a core life skill that needs to be taught as a compulsory topic in Australian schools.  Although not a new idea, the basics will go a long

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Future of advice is in peril – it can only be assured by understanding past failings

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If the future and well-being of consumers is truly the highest priority of the federal government and financial services industry, then the quality of judgment has to improve and decisions

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Govt in denial about industry challenges including unaffordable advice and the need for financial literacy education 

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A year after the Hayne Royal Commission, advice industry commentators continue to debate what the advisory sector will look like going forward.  As the debate rages surveys such as Adviser

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Where to now for financial services post Federal election and Hayne Royal Commission?

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Now that we have a new Morrison Federal Government and the implementation of the Hayne Royal Commission (RC) recommendations will be high on the political agenda, what does it mean

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Picking superannuation winners is a ‘political’ solution that disregards best interest of Australians and economy

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The recently released Productivity Commission review of the Australian superannuation industry was written to address political issues with a total disregard for the best interest of members in superannuation funds.

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It’s time to ask where is the financial services industry and planning profession going

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As the federal government, Royal Commission and FASEA continue to reshape the industry and fuel many predictions and much speculation, it’s imperative to take time out to seriously consider the

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Dover’s demise – consumers and advisers abandoned 

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As the fallout and ramifications of Dover Financial Advisers (Dover) demise continue to reverberate following the group’s decision to hand back its AFSL and it has exposed the immense flaws

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Royal Commission is an imperative for the future wellbeing of financial services…it must be comprehensive says Paul Tynan

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As the Royal Commission into the Banking, Superannuation & Financial Services Industry gets underway Connect Financial Service Brokers (Connect) CEO Paul Tynan said he expects an acknowledgement of the fundamental

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Individual licencing BOLR & platforms – the future for the financial industry is still filled with challenges

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Whether it be the start of a new financial or calendar year, the issues confronting the financial services industry, especially the advice sector, are all the same and actually increasing

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