 Jason Andriessen Managing Director, CoreData Pty Limited (at time of writing)
JASON ANDRIESSEN | FRIDAY, 27 JUL 2018 Higher education standards for financial advisers are an important step towards professionalism, but they're not the only thing. The retention of wisdom within the advice community is just as important. CoreData research has uncovered that the advice ... Read more JASON ANDRIESSEN | THURSDAY, 22 FEB 2018 It's official. There's a furore building among financial advisers over proposed education standards. And the big surprise is that the noise isn't coming from the usual quarters. Read more PAGE: 1 |
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Small pocket of failed measures can 'blow the entire business': Anderson
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AFCA puts InterPrac determinations on ice
The Australian Financial Complaints Authority (AFCA) is pausing all InterPrac Financial Planning-related determinations as court proceedings instigated by the latter are underway.
Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.
Expert Feed
Fixing the CSLR: the UK FSCS offers lessons - but not a blueprint
UK's equivalent scheme of the CSLR highlights the lack of stability and predictability it currently has, expert says.
Helping clients stay the course in volatile markets
Fidelity International's recent research shows many investors are maintaining a "long-term" perspective despite recent market turmoil.
Let's be honest: is it a tech stack... or just a stack of tech?
Financial advisers need to be aware that sophisticated technology does not always serve as a practical, effective tool.
At the crossroad of governance: the two choices for Australian fund managers
Internalising trustees, although lawful, weakens independent oversight and can expose a fund manager to greater risks than those outsourcing the capability ...
