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Analysis

Cbus turns to super warrior in media storm

The appointment of former Industry Super Australia boss Bernie Dean to the C-suite at Cbus may well provide CEO Kristian Fok with valuable advice on how to handle the political and media maelstrom surrounding the construction industry super fund’s ties to now-defunct trade union the CFMEU. But it is also a tell-tale sign the super wars are in full swing ahead of the federal election.
Regulation

FAAA campaign about to hit your socials

To help mitigate consumers taking on advice from unlicensed finfluencers, the Financial Advice Association is launching a consumer marketing campaign on social media to attract more clients to licensed financial advisers.
Regulation
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Regulation

ASIC loses court case against former Dixon director

ASIC will have to cover the legal costs of former Dixon Advisory director Paul Ryan after the Federal Court ruled against the regulator’s findings that he acted in the interest of parent company Evans and Partners over Dixon creditors.
Regulation
2

Coalition tables surprise QAR legislation: ‘Just the starting point’

The Coalition’s bill to replace Statements of Advice will give crucial red tape relief the advice community has begged the government the last few years for, bill co-author Bert van Manen tells Professional Planner. While the opposition’s legislation attempts to seize on the slow advice reform process, the government is still backing in its own wider-ranging package.
Opinion
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Analysis

War on scams rises up agenda while DBFO languishes

Legislation tabled in Parliament to fight the “war on scams” shows financial advice has further fallen behind the government’s legislative agenda, Chris Dastoor writes. While the anti-scams law has merit, its introduction comes while neither Treasury nor Minister for Financial Services Stephen Jones can give a timeframe for the next tranche of Delivering Better Financial Outcomes legislation.
Analysis

The confidence game: Taking charge of client conversations on pricing

As the cost of doing business continues to rise, advice practices need to keep on track with their own pricing. Advice business consultant Richard Abbey writes having conversations with clients about fees doesn’t have to be awkward and is a further opportunity to articulate the benefits of the service provided.
On Practice
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Fiduciary Investors Symposium

US election pivotal but experts warn against catastrophising

Just days out from the 2024 US presidential election, the two major candidates both have multiple pathways to success and in an incredibly tight race such as this, any slight shift in voter sentiment could significantly tip the scale. Leading academics dissect the political dynamics at play and explain why despite the importance of the election, we should avoid catastrophising.
Regulation

Treasury AI review little cause for concern for advisers

A profession-wide, cautious approach to compliance means the overall advice ecosystem should be ahead of the curve if the government modifies consumer law to further support the safe and responsible use of AI by businesses.
Investment
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Investment

How the AI boom differs from the dotcom bubble

Stockpicker Peter Bates, a global equity portfolio manager at T. Rowe Price, has reduced exposure to AI hardware providers like the much-hyped Nvidia, believing lofty valuations are becoming problematic. But he says the AI boom is not a bubble since it is funded primarily by the real cashflows of household name giants like Microsoft and Meta.
Upcoming events
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14 November, 2024

Political Series: Senator the Hon. Penny Wong

Join us for an exclusive opportunity to hear from one of Australia’s most influential voices on foreign policy and global affairs at the next Conexus Financial Political Series event.

Registrations closed.

2 - 3 December, 2024

Researcher Forum

The event is designed specifically for senior research professionals. The forum focuses on issues related to the generation and delivery of research and research-related materials to clients.

Register and view the agenda here.

For content about the previous event, please visit our publication website. 

Profiles
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Industry

Profile CEO steps aside after seven years

Profile Financial Services CEO Lena Ridley will step away from the company at the end of next month, ending a nearly seven-year tenure that was marked by sweeping changes in the industry due to the Hayne royal commission, the Covid-19 pandemic, and the divestment of its product arm.
Profiles

Generating impactful advice outcomes for an underserved market

It’s challenging for younger advisers to connect to older pre-retirees who have decades more life experience, so Pursue Wealth adviser Julia Armstrong found her niche dealing with younger women who she could relate to.