Our latest poll explores the reasons that advisers and advice practices choose to move their business from one licensee to another. We are asking:
What are the two most important factors that would cause you to change or consider changing dealer groups?
Do you have to be good at selling to be a successful financial adviser? This is our latest poll question, and we are seeking your views.
When applied to financial advisers, the term ’salesperson’ is seen by many consumers as a negative attribute. This negative perception has been reinforced in recent times by events stemming from [...]
As the industry draws breath after the passage of the Future of Financial Advice (FoFA) reform legislation, we are seeking your opinion about the last-minute inclusion of the class order relief that will exempt certain advisers from complying with the contentious opt-in regulations.
We are asking:
In response to the Financial Services Council’s major churning announcement last week, our latest poll provides you with an opportunity to have your say on the churning debate, as we ask:
Our latest poll is based around the recommendation that ASIC should conduct a shadow shopping survey, post the implementation of the Future of Financial Advice (FoFA) reforms, to monitor whether conflicted advice on risk insurance outside superannuation will be delivered to consumers.
The concern expressed by the Parliamentary Joint Committee on Corporations and Financial Services in [...]
Our latest poll is based on a recent finding that 25% of people who have experienced mental illness will not tell their insurer.
At a time when community attitudes towards mental illness appear to be maturing, we are interested to know how well you believe your preferred insurance providers are currently dealing with mental illness at [...]
Our latest poll considers two recent conflicting pieces of research, as we ask:
Is your advice practice most likely to recruit additional risk-focused advisers in 2012?
Research published this week by Zurich suggests risk-focussed advisers are generally positive and optimistic about their prospects in 2012 (see: Risk Advisers Optimistic About 2012). This general optimism takes into account [...]
As the Future of Financial Advice (FoFA) debate heats up with the PJC hearings in Sydney this week , we want to know where you stand today. Our latest poll question asks:
As we look ahead to the issues that will impact the financial bottom line of advice practices this year, we are asking:
What single issue will have the biggest impact (positive or negative) on the profitability of your advice practice in 2012?
We want to know whether elements of the Future of Financial Advice (FoFA) reforms are [...]
As the industry looks forward to some well-earned down time at the end of an eventful and sometimes stressful financial services year, we are posing a question that we are sure you have been contemplating for quite some time:
What should become the collective name for a group of financial advisers?
We have assembled a number of [...]
