Opinion
Where there’s a will, there’s a way
Estate planning is an important part of a clients’ financial security, but often these services are outsourced despite benefiting a financial advice...
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Opinion
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Picking the right dealer group
Some dealer groups do not always act in the interests of advisers. We suggest considering a few key non-negotiables when selecting a licensee. ...
The evolving world of AdviceTech
Understanding and implementing AdviceTech is arguably as important as hiring the right staff or finding the right referral partners. But with the rapi...
Education implications
The mandatory education standards could create a less competitive market with higher costs, little choice and no guarantee of higher quality advice. ...
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Opinion
Preparing for the royal commission
Financial services firms may be asked to provide evidence to the royal commission, but there are a few important steps that can be taken to help avoid...
Opinion
Australians don’t trust you
Research shows that public trust in financial planners remains low. Individual efforts to fix the reputation problem are well-meaning but haven’t w...
Opinion
What we can learn from nurses
The story of nursing education and regulation offers some wisdom for financial advisers trying to navigate the forced professional standards mess. ...
Opinion
The perils of not getting advice
Making unadvised decisions is the biggest public risk facing Australian consumers. Write comment (8 Comments) ...
