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Unintended Consequences – Will the Independent Adviser Survive? 19 Mar 2013 | 08:00 am
Our latest poll considers the future of the truly independent licensee and adviser, post FoFA, as we ask: Do you believe that independent advice practices will become extinct? Drawing on recent experi...
Sustainability and Client Health Checks 12 Mar 2013 | 12:26 pm
The suggestion that insurers may consider performing health checks on aging lives forms the basis of our latest poll, where we ask: Do you support the concept of client health checks to help ongoing i...
To Be, Or Not To Be… A Financial Adviser 19 Feb 2013 | 10:31 am
Our latest poll is asking all advisers to consider whether their own best interests will be served if the term ‘financial adviser’ becomes a legally-defined term. Our question is: Do you support the t...
Federal Election – Who Will Better Serve the Interests of Advisers, Consumers? 5 Feb 2013 | 11:05 am
Many in the financial services sector have been contemplating the distinct possibility of a change of Government this September, and the implications this may have on the roll-out of the current Gover...
Consumers Questioning Value of Advice 22 Jan 2013 | 03:42 pm
Two research papers released during the last week are indicating that fewer consumers are seeking advice from financial advisers, partly due to what they see as a lack of value in the process. Our lat...
Advice Business Sustainability in 2013 8 Jan 2013 | 06:19 pm
At the beginning of what is certain to be a year of change for the financial advice sector, our first poll for 2013 is asking you to consider the year ahead: What three issues will have the biggest im...
Adviser Conference Choices 2013 4 Dec 2012 | 10:27 am
Our latest poll is asking you to consider which adviser association conferences you may be attending in 2013. In 2012, we witnessed the most successful Association of Financial Advisers (AFA) Annual C...
Charging Fees for Risk Advice 20 Nov 2012 | 11:45 am
The decision by the Accounting Professional and Ethical Standards Board to stick with its plan to ban accountants from receiving life insurance commissions has prompted our latest poll question, which...
Codes of Conduct - Licensees or Associations? 6 Nov 2012 | 05:14 am
Our latest poll has been motivated by the recent release by ASIC of guidance notes on how it will approach the approval of codes of conduct under the Future of Financial Advice reforms: If you were to...
Adviser Associations and Codes of Conduct 24 Oct 2012 | 05:55 am
Our latest poll is based on the confirmation from ASIC, in releasing its code of conduct consultation paper this week, that any complying adviser codes of conduct ’… should not be seen as an easy opti...
