Posts tagged "reforms"
FOFA 'Opt-In': Protecting Clients or Frustrating Them?

FOFA ‘Opt-In’: Protecting Clients or Frustrating Them?

The debate is still raging about what is or isn’t needed to improve our financial planning industry and help clients to feel more confident. Here AdviserHead will offer a couple of interesting points of view. Firstly, with my consumer/client hat on. In this guise I have a real problem with being annoyed by my Financial Adviser every...

Looking into the future of Financial Planning

Lately some newly qualified Advisers I’ve been meeting with have expressed a bit of concern about the future. The coverage the Government’s FOFA reforms has been giving them a great deal to think about and AdviserHead plenty of material to draw on. Law Council warns on FOFA deficits | Money Management Risk brokers resent FOFAs one...

Super consolidation to save $250M yearly

The Association of Superannuation Funds of Australia (ASFA) is another terrific source of information on superannuation especially for any newly qualified people looking to build their knowledge and understanding. Don’t forget that AdviserHead recommends that new Planners do as much research as they can and this is a great place to start. In Australia, ASFA has been referred...
Interviews and Industry Research

Interviews and Industry Research

The one piece of advice that I seem to be forever giving people during interviews is ‘research’. It really doesn’t matter whether you’re wanting to be a Financial Adviser, Accountant, Storeman or Systems Programmer. Almost every day Recruitment people like me interview some really terrific candidates for all kinds of roles and all too often...

Melbourne planner tells Shorten of opt-in impact | Money Management

Here’s an article about the ‘opt-in’ debate that’s currently being discussed as part of the Government’s Future of Financial Advice (FoFA) reforms. For those of you new to financial planning, it could be a good start for you to develop an understanding of what’s being proposed and the various views being expressed on the potential...

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