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stories

Risk profiling needs to get smarter: Academic

By Fake adminstoriesNo Comments

Katherine Hunt says it’s “quite strange” that advisers tend to use the same old academically untested risk profiling tools. No wonder, she says, they keep providing the same biased results.

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November 4, 2019

A case study in front running disruption: Centrepoint

By Fake adminstoriesNo Comments

Transparency with advisers was an essential part of the transformation process Centrepoint Alliance CEO Angus Benbow kicked off close to a year ago now. Leaders have no choice but to…

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November 4, 2019

The future of the licensee

By Fake adminstoriesNo Comments

Advice collective AZNGA’s head Paul Barrett ruffled a few feathers when he shared some thoughts on the future of the licensing model to open the Professional Planner Licensee Summit.

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November 4, 2019

600 advisers registered to make history in first FASEA exam

By Fake adminstoriesNo Comments

A group of retired advisers will do a test run of FASEA’s new exam to check it’s fair before 600 advisers become the first to complete the gateway qualification this month.

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November 3, 2019

Advisers sticking around will pay up for services

By Fake adminstoriesNo Comments

Advisers have a reasonably high tolerance for licensing fees to continue to increase, but the bar has been raised on the quality of services they expect.

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November 3, 2019

Code monitoring a ‘good thing’: FPA

By Fake adminstoriesNo Comments

The FPA’s CEO lauded the proposed code monitoring arrangement for its ability to bring all advisers under the same ethical standard. ‘No one gets to choose not to be involved’, he said.

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November 3, 2019

2018 Licensee list: Rise of the second tier

May 10, 2018

The inquiry has put all AFSL holders on notice. Here’s a lawyer’s guide to getting ready for the demands and dangers that may come.

April 9, 2018

In a Professional Planner survey, nearly half of respondents said their firm was either self-licensed or planning to be self-licensed, confirming the trend towards independence.

April 9, 2018

With the royal commission homing in on advice, we may see a tectonic shift big enough to see the big institutions shed their wealth arms. What will this mean for the market?

April 9, 2018

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