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Archive for the Advice & Wealth Management Category
Safe Hands?

The government’s decision to boost the superannuation guarantee to 12% has been lauded a big win for Australians by the financial services industry’s key associations.

The fact that it went against the recommendations of Ken Henry’s Tax Review, and that it…

Local Produce

Many people working in financial services often forget that financial advisers work within communities and regions and not in isolation or in an economic bubble.

If local communities and economies don’t thrive then more than likely financial advisory businesses will also…

Going Solo

Almost one third of financial advisers are considering switching licensee within the next five years, with one quarter of those with itchy feet leaning towards setting up their own AFSL.

CoreData’s annual Licensee study has revealed that while the prospect of…

Inconsequential Independence

If you are a financial planner and you are reading this, we’ve got some interesting news for you: No one gives a flying frog’s fat behind who your licensee is. They don’t really know what a licensee does and they…

Adviser Exodus

Major changes to the British financial advice market will fuel an exodus of advisers out of the industry with 42.5% potentially leaving the industry before 2015, new research reveals.

This is in light of the Financial Services Authority (FSA) last week…

Broken Advice?

The year so far would suggest the global economic turmoil of 2009 has now passed – with data out of America and Europe (excluding Greece) indicating stabilisation has been achieved and that consumer sentiment isn’t far behind.

While the great engines…

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