Dear Minister Jones, Congratulations on your appointment as Minister for financial services. I read your early plans with both hope and trepidation about your priority to address the hot mess that is the Australian advice marketplace. I understand the weight behind...
How do you identify the right financial adviser? It’s hard. Moreover, it is potentially getting harder. Last week the government’s chief economic adviser – the Productivity Commission – recommended the formation of an expert panel to select the ten best...
Last week we talked about the financial advice climate heading into 2013, Kohler’s call to ‘Save Our Super’ and the challenges and opportunities this will present to all of us. Whether an opportunity or a challenge, one thing is clear – a self-managed super fund is...
What’s ahead in 2013? Have you checked out Alan Kohler’s www.saveoursuper.com.au? This gives a good indication of what’s ahead in 2013 and beyond. Kohler is editor-in-chief of Business Spectator, in which he recently wrote “Australia’s super system is a national...
Asking clients to opt-in every year in an advice relationship is one of the recommendations of the Future of Financial Advice (FOFA) reforms. The advice professions of law, medicine, dentistry, accounting, engineering, and computing have long embraced the concept of...
