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Get to the point: Clear advice will win out - Professional Planner

With speculation mounting over the future of Statements of Advice, the fundamental focus won’t shift – advisers must prioritise clear advice strategies.

Sydney , New-south-wales , Australia , Conrad-travers , Roadshow , Financial-advice-association , Financial-services-stephen-jones , Advice-review , Michelle-levy , Professional-planner , Shail-singh , Advice-consulting

Psychosocial risks must be front-of-mind for employers: Research

Research has discovered worker morale has dropped compared last year. Although the research is broad-based, the report highlights recurring factors that have impacted the financial advice profession.

Monash , South-australia , Australia , Zurich , Züsz , Switzerland , Australian , Tim-hewson , Sarah-forman , Steve-prendeville , Hayne-royal-commission , Monash-university

New look, new face to lead industry-standard licensee research

Being on the receiving end of the research as a licensee head, former GPS Wealth chief Grahame Evans knows all too well the impact of the CoreData Licensee Research has on the direction of the advice profession. He’s leading the project this year and wants to maximise the input from the planning community.

Grahame-evans , Coredata-licensee-research , Licensee-research , Professional-planner , Professional-planner-licensee-summit , Data-licensee ,

Aleks Vickovich joins Conexus as editor-in-chief - Professional Planner

Veteran financial services journalist Aleks Vickovich will join the parent company of Professional Planner and Investment Magazine as editor-in-chief.

Australia , United-states , Texas , California , Australian , Simon-hoyle , Colin-tate , Aleks-vickovich , Amanda-white , Group-insurance-dialogue , Researcher-forum , Conexus-institute

Licensees will 'cease to exist' if business models don't change

The relationship between an advice practice and its licensee is more than a business transaction – it’s an agreement built on trust and aligned values. But in a tight margin environment, licensees face a world where they need to better price in the risk they take on.

Blue-mountains , Queensland , Australia , Keith-cullen , Paul-barrett , Wt-financial-group , Professional-planner , Virtual-business-partners , Professional-planner-licensee-summit ,

'Never felt out of my depth': Levy confident she was right to lead review

While the industry awaits the Government’s response to the Quality of Advice Review recommendations, review lead Michelle Levy has remained steadfast that she was the right person for the role.

Sydney , New-south-wales , Australia , Stephen-jones , Hayne-royal-commission , Pritchittbland-communications , Advice-review , Michelle-levy , Professional-planner-licensee-summit ,

ASIC warns of look-alike scammers - Professional Planner

The corporate regulator has put out a notice warning impersonators are attempting to contact members on ASIC registries to defraud customers amid rising cybersecurity risks from the fallout of the Optus and Medibank data breaches.

Katoomba , New-south-wales , Australia , Vincent-holland , Michael-connory , Optus , Financial-adviser-register , Professional-planner-licensee-summit ,

'Not going to cut it': Advisers can't restrict themselves to under 100 clients

Without an influx of new talent coming in, the industry will be left with the challenge of boosting client capacity to bridge the advice gap. This means having 80 to 100 clients per adviser will not be sufficient according to Elixir Consulting managing director Sue Viskovic.

Katoomba , New-south-wales , Australia , Jonathan-ayres , Paul-otivo , Jane-hume , Advice-efficiency , Professional-planner-licensee-summit , Elixir-consulting , Sue-viskovic , Advice-efficiency-survey , Neil-younger

'Good advice' and 'bad advice': How Levy wants to regulate

Instead of meeting a best interests duty, advice review lead Michelle Levy has suggested advisers provide “good advice”. Although it sounds simplistic, her review could ultimately turn financial advice into a properly functioning profession that places “a different kind of responsibility on providers” while untangling the advice process.

Stephen-jones , Professional-planner-licensee-summit , Professional-planner , Distribution-obligations ,

Licensees should train advisers in litigation: Veteran lawyer

Licensees should be doing more to train advisers in legal proceedings to better help protect against business risks according to Coleman Greig Lawyers principal lawyer Peter Bobbin.

Professional-planner-licensee-summit , Coleman-greig-lawyers , Peter-bobbin , Shail-singh , Corporations-act ,