Dover’s demise – consumers & advisers abandoned

As the fallout and ramifications of Dover Financial Advisers (Dover) demise continue to reverberate following the group’s decision to hand back its AFSL and it has exposed the immense flaws in the Australian licensing regime.

Future of advice is in peril – it can only be assured by understanding past failings

I have produced the following commentary out of genuine concern for the future of the financial services advisory sector.  At present, the outlook for advice sector is dark and uncertain.  However, there is still time to reverse the failings of the past and ensure a viable future for advisers with the consumer the ultimate beneficiary […]

Institutional financial planning business model is dead – what about the future?

Banks and other financial institutions have lacked the hands-on advice experience necessary to make wealth management work for them, according to Connect Financial Services Brokers chief executive, Paul Tynan. Paul Tynan December 8, 2016 www.connectfsb.com.au Pointing to the number of institutions seeking to exit some of their ownership of financial planning in Australia, Tynan said […]