On Practice

How to change: Seven steps to advice business transitions

Switching your investment model, pricing structure or even crossing over to managed accounts needs to approached as a project, not a problem, according to David Haintz.
David HaintzJune 18, 2019
Industry

M&A spree continues with Fiducian’s MyState buy

The purchase is part of a recent run of acquisitions by firms taking advantage of a surging buyers’ market and betting on the profitability of advice.
Tahn SharpeJune 17, 2019
Risk & Insurance

AFA/FPA confirm alliance, join life insurance movement

The FPA and AFA’s new taskforce, an extension of an alliance the two representative bodies confirmed in May, adds weight to the life insurance industry's ‘single voice’ movement. 
Matthew SmithJune 17, 2019
Industry

Westpac finalising advice referral partners

After folding its BTFG brand internally and exiting personal advice, Westpac is close to settling on a panel of ‘specialist advice businesses’ to send client referrals to.
Tahn SharpeJune 14, 2019
Top Comments

“The industry needs a “practical, common sense policy and legislation” lens however, it doesn’t seem to go so well in the political world...”

Kym Bailey

Political outsider named new financial services minister

27 May 2019

“Insurance commission has funded much more than insurance advice. It has allowed advisers to service their clients demands...”

Jossel Ginsburg

Synchron head flew to UK to uncover real commissions story

23 May 2019

“This is not an exam of product knowledge. It will be the application of an adviser in situations where conflict can occur...”

Greg Sierocinski

Advisers ‘unprepared’ for FASEA aged care questions

21 May 2019

Industry
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Industry

Count Financial sold to ‘natural home’ CountPlus

The converged accounting and advice practice is backing itself to run CBA’s second largest cluster of advisers, and could extend its influence over the group considerably.
Tahn SharpeJune 13, 2019
Industry

A case study in front running disruption: Centrepoint

Transparency with advisers was an essential part of the transformation process Centrepoint Alliance CEO Angus Benbow kicked off close to a year ago now. Leaders have no choice but to face into the challenges, he says.
Matthew SmithJune 12, 2019
Industry

‘Not all commissions are bad’: Insurance advisers find a single voice

Policy experts, practitioners, representative bodies and business leaders gathered together to establish a single voice in support of better consumer outcomes and a sustainable sector ahead of a landmark review.
Matthew SmithJune 11, 2019
Investment
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Investment

ASIC shifts focus to MDA providers and advisers

The regulator sent out letters recently asking for information about MDA services in an effort to understand more about a side of the industry that is “largely opaque” to them.
Tahn SharpeMay 29, 2019
Investment

Where portfolio completion begins

Total portfolio management is a portfolio completion strategy and all large asset owners should be looking to manage their portfolios this way, a panel at the Fiduciary Investors Symposium said.
Amanda WhiteMay 29, 2019
Investment

Australia’s central bank to adopt QE

Amy Xie Patrick, portfolio manager, Pendal Group predicts the RBA would embrace quantitative easing (QE) once rates fall to 1 per cent.
Elizabeth FryMay 22, 2019
Education
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Education

Code monitoring a ‘good thing’: FPA

The FPA’s CEO lauded the proposed code monitoring arrangement for its ability to bring all advisers under the same ethical standard. ‘No one gets to choose not to be involved’, he said.
Tahn SharpeJune 6, 2019
Education

Code of Ethics ‘impossible to manage’: AFA

The AFA’s policy head, Phil Anderson, highlighted several problems with FASEA’s Code of Ethics including its blanket restriction on conflicts and lack of scope for scaled advice.
Tahn SharpeJune 5, 2019
Education

600 advisers registered to make history in first FASEA exam

A group of retired advisers will do a test run of FASEA’s new exam to check it’s fair before 600 advisers become the first to complete the gateway qualification this month.
Matthew SmithJune 4, 2019
Contributors
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29Articles
How to change: Seven steps to advice business transitions
Success on purpose: what makes a good practice plan
Time to control the controllable

8Articles
Fraud risk: what to look for
Inside the Liberal Party’s bare economic policy
The product implications of Labor’s franking credit policy

1,117Articles
The advice industry’s supply-side problem
Literacy could be dangerous in the hands of industry
The speed of reform: through the client lens
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