• July 27, 2021 | Melbourne, CBD
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stories

Self-licensing process has shortened

By sallyallportstoriesNo Comments

The regulator is approving licensing applications quicker than in recent months but is throwing some curly questions at aspiring licensees, particularly relating to their PI cover, experts have revealed.

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Complexity and ongoing fees pushing consumers away: Sunsuper

By sallyallportstoriesNo Comments

The industry super fund’s head of advice challenged a room full of advisers about the way they charge their clients, fully aware that she might make a few squirm.

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PI cover: ‘We’re in a supply squeeze’

By Fake adminstoriesNo Comments

Getting the right professional indemnity cover for the right price is as difficult for advice businesses as it’s ever been, according to a PI expert focused on the advice and wealth industry.

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Ethicist highlights where FASEA falls short

By Fake adminstoriesNo Comments

While FASEA’s Code of Ethics is largely appropriate, world-renowned ethicist and Princeton University professor Peter Singer reckons the education authority fell short on conflicts of interest, which they “didn’t quite get right”.

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Leigh Sales addresses adviser hardship

By Fake adminstoriesNo Comments

Journalist and author Leigh Sales refrained from discounting the adversity of advisers when comparing them to some of the people she met researching her latest book, Any Ordinary Day.

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WSU offers advisers advanced standing with ‘challenge units’

By Fake adminstoriesNo Comments

Western Sydney University will offer existing financial advisers shortcuts to postgraduate degrees that should qualify them under new education standards, which are expected to be formalised in September.

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Ray Miles fronts ASIC’s Macaulay on licensing

By Fake adminstoriesNo Comments

Ray Miles has challenged ASIC on its ability to monitor a fragmented financial services licensing system, and said that gaining an AFSL is “easier than getting a driver’s licence”.

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The 4 pillars of trust advisers need

By Fake adminstoriesNo Comments

Simon Hoyle compares being a practice manager in advice to doing a defensive driving course – you need to keep your eyes up at all times. Getting caught up in…

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Man in the mirror: Advisers committed to making a change

Mopping up the mess: where to start

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