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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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…
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.
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.
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.
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.
