Regulation

Advisers to abandon insurance in the face of independence disclosure

The Treasurer’s commitment to introduce legislation forcing advisers to proactively disclose a lack of independence could force many to reconsider their commissions-based insurance offerings.
Tahn SharpeSeptember 16, 2019
Technology

87pc say robo-advice has been a fizzer

A recent Professional Planner poll asked advisers whether the impact of robo-advice on the industry has been significant or underwhelming. The response was conclusive.
Tahn SharpeSeptember 13, 2019
Industry

Time to come clean: Upstart calls out platform conflicts

The head of WealthO2 is reproaching platform providers for accepting shelf fees and taking a cut on cash accounts. Advisers aren’t the only ones that need to strip out conflicts, she reckons.
Tahn SharpeSeptember 12, 2019
Regulation

ASIC continues its big-end-of-town focus

ASIC has revealed its current enforcement projects and investigations remain focused on the banks and AMP despite the proliferation of smaller licensees and self-licensing.
Matthew SmithSeptember 12, 2019
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

HUB24’s Alcock backs mid-tier licensees

The outspoken platform head reckons ‘institutional dislocation’ will continue as medium-sized licensee groups take the reigns and win market share.
Tahn SharpeSeptember 11, 2019
Industry

Centrepoint doubles down on fee-for-service transition

After getting 86 per cent of its 227 advice businesses to sign up for a fee-for-service model, the licensee is now focusing on conflict-free models for its dealer services offering.
Tahn SharpeSeptember 10, 2019
Industry

Not all dealer services are built the same

The head of Clearview’s dealer services provider warns that self-licensed advisers are taking a chance by using providers that rely on external professionals to get the job done.
Tahn SharpeSeptember 6, 2019
Investment
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Investment

Now is the time to be a contrarian investor: Allan Gray

Finding conviction in an unloved stock is a “difficult manoeuvre”, according to Julian Morrison from contrarian fund manager Allan Gray, which counts AMP among its active positions.
Jessica SierSeptember 11, 2019
Investment

The super industry’s drive for scale: Who benefits?

The argument that bigger fund leads to better returns is mixed and is largely dependent on liquidity and opportunity size. The evidence on the benefits of scale is not encouraging so far.
Michael KolloSeptember 9, 2019
Investment

Advice in the 2020s about empathy, not information

Values needs to move from the periphery to the focal point, because when it comes to information provision the machines have got advisers beat according to Tassos Stassopoulos.
Tahn SharpeSeptember 4, 2019
Education
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Education

Advisers warned not to take FASEA delay for granted

Academics and providers have joined advisers in welcoming the easing of FASEA’s education deadlines, but urged them to use the extra time wisely and avoid kicking the can down the road.
Tahn SharpeSeptember 9, 2019
Education

Exclusive interview: FASEA’s Glenfield on a defining year for advice

FASEA's chief executive reflects on his own resilience following the advice industry's most defining year.
Tahn SharpeAugust 29, 2019
Education

Advisers achieve 90pc pass rate on FASEA exam

FASEA CEO Stephen Glenfield has extended his congratulations to those who passed the first ever adviser exam, now a requirement to be a practising financial adviser.
Matthew SmithAugust 8, 2019
Contributors
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31Articles
It’s not disruption, it’s opportunity
Where advisers really add value
How to change: Seven steps to advice business transitions

11Articles
Investors need to know: Portfolios are set to fail
Many portfolios are set to fail
Evans Dixon case shows it matters who else is investing in your LIC

1,119Articles
Blueprint: A new model for advice
Consumers take a shine to self-licensed advisers
The advice industry’s supply-side problem
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September 24, 2019

Risk Advice Summit

Insurance advice professionals will come together as a single voice at the inaugural Risk Advice Summit in Sydney in September, initiated by AIA Australia and facilitated by Professional Planner.

Listen to and interact with policymakers, consumer groups, overseas risk advice experts, as well as your peers and industry leaders, to map out a sustainable future underpinned by better outcomes for all Australians.

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December 4, 2019

Researcher Forum

SUITABLE FOR: Heads of dealer group and licensee research businesses, senior executives of independent research firms, and senior professionals involved in researching investment products for inclusion in model portfolios and implemented consulting.

The forum focuses on issues related to the generation and delivery of research and research-related materials to clients.

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March 31, 2020

Retirement Conference

SUITABLE FOR: Chief executives, chief investment officers and heads of product and personnel working in member services and advice of Superannuation funds

 

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