Opinion

Cracking the code: Life under Standard 3

FASEA's Code of Ethics will force a fundamental review of the motives and business models of industry participants, Robert MC Brown writes.
Industry

Advice firm flips script on fundies

Queensland-based Elston started out as an advice business, grew into managed accounts and has recently launched its own unitised fund at a time when traditional funds managers are going in the other direction.
Featured Homepage Posts

Costello says Future Fund ‘alert’ to market risks

Peter Costello said the board of the $165.7 billion Future Fund “remains alert” to growth and market shocks despite high allocation to risk assets.
Education

Ethics code tightens screws on SoAs

Unnecessarily long or complex SoAs are highlighted in the second iteration of the Code of Ethics, which could increase the compliance burden and ultimately invite class actions.
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

Prepare for ASIC to focus on small end of town

ASIC has spent a lot of its time since the Hayne royal commission trawling over client files and assessing advice processes at the big end of town, but that doesn’t mean its gaze won’t shift to medium and smaller licensees.
Industry

The secret world of advice peer groups

A spectrum of support bodies including The Alpha Group, BFP and XY Adviser are gaining prominence, and importance, as planners clamour for business efficiencies and a sense of kinship.
Industry

Death of the industry fund?

Former Mine Super CIO David Bell says industry funds have a unique opportunity to showcase the value of industry-specific engagement and product features. But beyond insurance arrangements, how much tailored product design exists?
Investment
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Investment

Aussie investors now expect 10.9 pc

The retreat of advisers from the market is a real concern given that local investors expect over ten per cent returns in a challenging market, according to asset manager Schroders.
Investment

Aussie economy to ‘bumble along’: Blackrock

The director of Blackrock’s fixed income division isn't concerned about a recession in Australia, but says there are other things to be conscious of including unemployment and trade.
Investment

UniSuper, Sunsuper see higher equity markets

Two of Australia's largest superannuation funds expect markets to climb a wall of worry, extending a 'record-breaking' bull market.
Education
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Education

FASEA recasts conflicts rules with new guidance

A focus on integration, dispensation for ‘ancillary products’ and a reference to the ‘duly remunerated employee’ mark standard three in the second iteration of FASEA’s controversial ethics code.
Education

Big December: FASEA prepares for largest exam turnout

Advisers ranging in age and experience will sit FASEA's adviser exam in December, including Park Street Group's co-founder James Dakin, who will not take the experience lightly despite his existing qualifications.
Education

Advisers expect $140k, but salary not important

New research is being conducted into why people choose financial advice as a career, with the results contributing towards efforts to recruit the next generation of planners.
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