Licensees

Time for advisers to pay up for licensees

The evolution of licensees is happening, in part, because advisers are starting to think about certain services as an investment rather than a cost.
Technology

Regtech provider pushes back: it’s on us, not advisers, to change

Industry members are at odds over what needs to happen for their tools to be effective. One provider takes exception to the notion that advisers are the ones who need to change.
Industry

Salaries up, bonuses down for advisers

Pay packages are focusing on salaries and client satisfaction, rather than revenue targets and bonuses, while older practitioners are seeking to BDM and training roles.
Education

FASEA meets advisers halfway on degrees

The authority has released its final mandate for advisers, with a 240-hour shortcut for non-relevant degree holders among the late changes. Tahn Sharpe writes.
Industry
View all
Industry

Banks aren’t leaving wealth due to lack of profitability

A PwC report reveals that institutionally owned wealth management businesses were still incredibly profitable in the lead-up to divestment in 2018.
Industry

SoA inconsistency hindering regtech’s effectiveness

The varying perspectives on what compliant documents look like makes it tough for regtech providers to come up with scalable and effective solutions, Red Marker director Matt Symons says.
Industry

Firms and advisers called out for gouging in super

Productivity Commission deputy chair Karen Chester has recommended a swift end to grandfathered commissions in superannuation and taken a swipe at the retail funds industry for charging asset-based fees.
Investment
View all
Investment

Cash might be king in 2019

Higher rates of volatility can be expected in 2019, given the picture forming in the bond market.
Investment

Welcome back and try not to think about those poor returns

Superannuation fund CIOs are predicting a tough year ahead for equities investors punctuated by low economic growth and possible share market draw downs.
Investment

Looking out for pirates in LIC waters

Too often, investors look only at the recent track record or the current reputation of the fund manager in selecting a LIC, but so much more needs to be considered to avoid potential disasters.
Education
View all
Education

Advice fee models will change

Ongoing fee arrangements, asset-based fees and incentive structures are set to be shaken up based on the findings of the Hayne royal commission.
Education

SMSF Association doubts advisers can pull off exam/degree double-up

Advisers looking to combine FASEA-mandated exam and degree study may struggle to find all the courses, Peter Hogan says.
Education

FASEA ‘open-minded’ about changing proposals

The chief executive of the authority said he would remain open to amending its standards summary and appreciated the feedback, despite the “occasionally misinformed poets” in the discussion.
Final Word
December 2018
Insider trading takes on a new meaning when Dixon Bainbridge inadvertently gives a tip on a current affairs bet.
November 2018

Have Your Say

Are advisers obliged to help clients with their parents' aged care and Centrelink issues?
Zenith Rating Hub
View all

Sponsored content