Opinion

Preserve the Code: The case for avoiding all conflicts

Any plans to lobby government and FASEA to amend its plain words or to dilute its principles or interpretation should be dropped; it is simply not in the interests of the new profession, Robert MC Brown reckons.
Opinion

An outside adviser’s take on FPA Congress

Reflections on the FPA Congress and local advice industry by well known UK adviser and advice mentor Phil Billingham puts Australia's fixation with regulatory change and proliferation of product into context.
Investment

Active versus passive: Look beyond the binary

Aussie equity portfolios may suffer if investors take sides in the active versus index debate. With no shortage of options available, building a balanced portfolio is about more than picking sides.
Industry

Advice practices looking more like accounting firms

A paper dissecting M&A trends in the local advice market considers how practice valuations and cash flows are warping and taking on similarities to accountant firms.
Top Comments

“Technical knowledge and strategies are naturally important, but they are also a given. We do our best work when we can help our clients make meaningful change...”

Julia Schortinghuis

Where advisers really add value

9 July 2019

“I am happy to listen to arguments like this but our industry has got into trouble when the view becomes the reason behind another shift in policy...”

Graham Taylor

FASEA’s Code of Ethics should kill percentage-based fees 

24 June 2019

“Fees will have to increase as commissions are removed. Some businesses will close, staff will lose their jobs and most importantly, clients will no longer have an adviser...”

Martin Watson

FASEA’s Code of Ethics should kill percentage-based fees 

24 June 2019

Industry
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Industry

AMPFP ends its mass-market MDA experiment

AMP Financial Planning couldn't make managed discretionary accounts commercially viable in light of the conditions placed on the wealth manager's offering, the group's head of research has told Professional Planner's Researcher Forum.
Industry

More platform discounts to come: UBS

A wave of new market entrants with cut-price fees are putting the clamps on Netwealth and HUB24, while the incumbent platform providers continue to hemorrhage funds.
Industry

[Part 2] Voices of experience: Advice legends tell their stories

In the second part of our series on the voices of experience in wealth management, we continue the conversation with industry stalwarts about how we got here and what the path to professionalism looks like.
Investment
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Investment

Low bond returns spark calls for risk profile rethink

Advisers need to make a bigger distinction between risk averse and capital return seeking clients now because low-risk options aren’t giving 3 to 5 per cent returns, a panel has heard at the Professional Planner Researcher Forum in Sydney.
Investment

Capturing transforming economies: The case for active equities

Value investing is not dead, fundamentals still matter and the ‘here and now’ impact of central bank policies still needs to be traversed when thinking about transforming economies.
Investment

Silk says mega funds are good for members

Ian Silk, the head of the country’s largest superannuation fund, AustralianSuper said the rise of the mega fund is good for the industry as long as it provide benefits to members.
Education
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Education

12 month road-test likely for Code of Ethics

The authority’s CEO, Stephen Glenfield, said the current standards are “not set in stone" but he is keen to see them bedded down before requesting any legislative amendment.
Education

Code of Ethics oversight not an ASIC priority

FASEA’s Code of Ethics takes effect from January 1, but ASIC doesn’t have the inclination or the resources to check whether licensees are monitoring advisers.
Education

ASIC reveals 5 code monitoring ‘steps’ for licensees

The regulator has released the ‘reasonable’ actions licensees will need to take in their interim ethics monitoring role, and highlighted the specific Standards it will take a "facilitative" approach to.
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