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Not all referrals are created equal

Many studies have shown that the number one-way financial advisers find new clients is by getting referrals from their existing clients, this is true in many other industries as well – it is an age-old way to grow your business.

Jacquelyn Mann | 30th Jun 2022 | More
Put client consent on hold for three years: AFA

June 10 was the closing date of what may well become the most important review of the financial advice industry in its short history

Drew Meredith | 20th Jun 2022 | More
  • FPA flags tax deductibility and removing duplication in QAR submission

    The day-to-day life of a financial adviser could soon be a lot easier, after the Financial Planning Association of Australia (FPA) called for an urgent investigation to address “the quagmire that has been created by complex, overlapping and contradictory regulations, codes and rules that now govern the provision of financial advice.”

    Ishan Dan | 20th Jun 2022 | More
    Overcoming anchoring bias key to advisers amid volatility

    To be a successful financial adviser, especially during times of peak volatility, it pays to understand and master the human cognitive biases that can often lead to poor decision-making

    Ishan Dan | 10th Jun 2022 | More
  • ASIC updates guidance for ‘warnings and reprimands’

    ASIC has just released an information sheet allowing it to issue warnings and reprimands to financial advisers that do the wrong thing. If you’re a financial adviser, you’ll definitely want to take note of the key messages from the document.  

    Ishan Dan | 9th Jun 2022 | More
    Regulator flags drop in Supervisory Levy

    After five years of compounding compliance and regulatory requirements combined with higher costs in every part of their business there are a number of potentially positive catalysts on the horizon.

    Staff Writer | 6th Jun 2022 | More
    Renew your client review

    During a recent presentation of Invesco Global Consulting’s program, Priceless, I asked a room full of advisers how many of them had changed the way they do their annual client review meetings in the last 5 years (COVID19 changes aside). 

    Jacquelyn Mann | 2nd Jun 2022 | More
    AFCA confirms a new user pays model to cover costs

    Following on from last week’s article titled, ‘Ombudsman seeks to simplify complaint treatment,’ The Australian Financial Complaints Authority (AFCA) today confirmed it will put into place a ‘user-pays’ funding model that is fair, transparent and equitable.

    Ishan Dan | 2nd Jun 2022 | More
    Adviser numbers forecast to fall below 15k

    The exodus of financial advisers from the industry is set to continue into 2022, according to research undertaken by Adviser Ratings, who in partnership with Vanguard Investments, released their Adviser Landscape report last week.

    Ishan Dan | 30th May 2022 | More
  • Clime buys MTIS Wealth to accelerate growth

    John Abernethy’s listed funds management firm, Clime Investment Management (CIW) purchased its second wealth management firm, Melbourne’s MTIS Wealth Management for $7 million last week.

    Staff Writer | 26th May 2022 | More
    ‘Let professionals be professionals’: The call ahead of Quality of Advice Review

    Given the flood of changes and regulatory oversight that has resulted from the Royal Commission, it likely comes as a surprise to many that the impending Quality of Advice Review, was actually a recommendation of Commissioner Hayne.

    Drew Meredith | 23rd May 2022 | More
    Professional Year reporting reduced

    After a tumultuous few years that have seen reporting, compliance and information gathering requirements reach extreme levels, ASIC appeared to offer some respite this week.

    Drew Meredith | 16th May 2022 | More