Industry

‘Writing was on the wall for us’: Hartzer

The Westpac chief executive, flanked by BTFG head Bradley Cooper, confessed that the move to unload its aligned dealer groups has been underway for “a number of years”.
Industry

BTFG, Viridian deal in negotiations for 9 months

Westpac will retain the BT brand, however BT Financial Group will no longer exist as a stand-alone division while aligned and salaried advisers will either join boutique licensee, Viridian, or become self-licensed.
Retirement

The product implications of Labor’s franking credit policy

Franking credit changes could result in better engagement with clients and more diversified portfolios, but there are broader investment implications for asset and product allocation that need to be considered.
Technology

Super funds look to AI to improve member engagement

Tech giants like Apple, Amazon, Facebook and Google are driving members' expectations of customer experiences which is a major challenge for superannuation funds.
Industry
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Industry

The two things ASIC doesn’t want to see from advisers

If the regulator extends its report into conflicts from the big five into smaller practices they’ll be focusing on the two requirements advisers commonly fail, a prominent lawyer says.
Industry

CFS exec flags advice gap as demerger stalls

The announcement that CBA had delayed the spin off of its 'NewCo' entity was the talk of the room at an industry conference where a CFS executive was speaking during a session entitled: ‘A longer term perspective on advice businesses’.
Industry

In Brief

Pound for pound, Netwealth is still the cheapest basic platform in the market, a Bell Potter analysis has found.
Investment
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Investment

Investment firms in CFA gender diversity experiment

The CFA Institute will work with 30 asset owners and managers as “experimental partners”, implementing diversity and inclusion action plans in their businesses.
Investment

Short-term investing is ‘nonsense’: Tagliaferro

The IML founder sounded off on short-term ‘quant funds’, saying the mathematics don’t add up. For the savvy investor, however, the practice presents opportunities.
Investment

Successful investing means imagining everything that can go wrong

Assessing risk in stocks works much better with a methodology that uses a temporal perspective, Tassos Stassopoulos says. Imagine you have already failed, and ask yourself why.
Education
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Education

HNW clients think just like us: UK academic

Herman Brodie is conducting a study on whether the big five personality traits are as common in wealthy people as they are to the rest of us. He hopes – and suspects – the answer is yes.
Education

CFP review delayed, not immediate focus

The FPA is weighing up how it can reshape the CFP designation after being blindsided by FASEA, but the review the association announced in December is on hold, for now.
Education

ClearView enlists freewheeling academic

The major licensee has reacted to adviser requests for client engagement tools by recruiting an expert from Griffith University who specialises in systematising adviser/client relationships.
Final Word
February 2019
Dixon, who is already in withdrawal, wonders where to direct his attention after the Royal Commission show ends its dramatic run.
January 2019
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