by Allan Ward | Apr 17, 2019 | Industry Comment
There’s a lot of change happening in the financial planning industry here in Australia. Financial Planners are dealing with the Royal Commission recommendations, FASEA changes including the financial advisor exam, uncertainty around business models and...
by Allan Ward | Feb 3, 2019 | Industry Comment
If you’d sat down at the start of last year and made predictions about what would happen in the financial planning industry over 2018, would you have guessed even a fraction of what went on? I don’t think anyone would have predicted the impact of the Royal...
by Allan Ward | Dec 12, 2018 | Industry Comment
While there’s been a lot of attention on FASEA’s recent release of their policies and legislative instruments, the focus for many financial planners has been on making sure they complete their higher education by January 2024. However, based on the current...
by Allan Ward | Oct 11, 2018 | Industry Comment, Sales Ideas
I speak with a lot of financial planners and one recurring theme I’m hearing at the moment is how clients are reacting to premium increases. For many, it’s because they’re getting older – in their 50’s and 60’s and the premiums are...
by Allan Ward | Jul 26, 2018 | Business Strategy, Industry Comment, Technology
There’s a lot of talk about robo-advice and the threat it provides to the financial planning industry, not just in Australia, but worldwide. And along with these articles are the comments from planners ranging from “It won’t happen to me” and...
by Allan Ward | Feb 26, 2018 | Industry Comment, Technology
I’m constantly questioning things and looking for better, more efficient ways to do things. Lately, I’ve been talking with a number of advisers about the life insurance industry – particularly the products – and the lack of innovation in this area. When...
