Opinion
Preserve the Code: The case for avoiding all conflicts
Any plans to lobby government and FASEA to amend its plain words or to dilute its principles or interpretation should be dropped; it is simply not in the interests of the new profession, Robert MC Brown reckons.
Robert MC BrownDecember 11, 2019
Opinion
An outside adviser’s take on FPA Congress
Reflections on the FPA Congress and local advice industry by well known UK adviser and advice mentor Phil Billingham puts Australia's fixation with regulatory change and proliferation of product into context.
Phil BillinghamDecember 10, 2019
Investment
Active versus passive: Look beyond the binary
Aussie equity portfolios may suffer if investors take sides in the active versus index debate. With no shortage of options available, building a balanced portfolio is about more than picking sides.
Tahn SharpeDecember 10, 2019
Industry
Advice practices looking more like accounting firms
A paper dissecting M&A trends in the local advice market considers how practice valuations and cash flows are warping and taking on similarities to accountant firms.
Matthew SmithDecember 9, 2019
Industry
AMPFP ends its mass-market MDA experiment
AMP Financial Planning couldn't make managed discretionary accounts commercially viable in light of the conditions placed on the wealth manager's offering, the group's head of research has told Professional Planner's Researcher Forum.
Matthew SmithDecember 6, 2019
Industry
More platform discounts to come: UBS
A wave of new market entrants with cut-price fees are putting the clamps on Netwealth and HUB24, while the incumbent platform providers continue to hemorrhage funds.
Matthew SmithDecember 2, 2019
Industry
[Part 2] Voices of experience: Advice legends tell their stories
In the second part of our series on the voices of experience in wealth management, we continue the conversation with industry stalwarts about how we got here and what the path to professionalism looks like.
Professional PlannerDecember 2, 2019
Investment
Low bond returns spark calls for risk profile rethink
Advisers need to make a bigger distinction between risk averse and capital return seeking clients now because low-risk options aren’t giving 3 to 5 per cent returns, a panel has heard at the Professional Planner Researcher Forum in Sydney.
Tahn SharpeDecember 4, 2019
Investment
Capturing transforming economies: The case for active equities
Value investing is not dead, fundamentals still matter and the ‘here and now’ impact of central bank policies still needs to be traversed when thinking about transforming economies.
Matthew SmithNovember 26, 2019
Investment
Silk says mega funds are good for members
Ian Silk, the head of the country’s largest superannuation fund, AustralianSuper said the rise of the mega fund is good for the industry as long as it provide benefits to members.
Elizabeth FryNovember 21, 2019
Education
12 month road-test likely for Code of Ethics
The authority’s CEO, Stephen Glenfield, said the current standards are “not set in stone" but he is keen to see them bedded down before requesting any legislative amendment.
Tahn SharpeNovember 28, 2019
Education
Code of Ethics oversight not an ASIC priority
FASEA’s Code of Ethics takes effect from January 1, but ASIC doesn’t have the inclination or the resources to check whether licensees are monitoring advisers.
Matthew SmithNovember 28, 2019
Education
ASIC reveals 5 code monitoring ‘steps’ for licensees
The regulator has released the ‘reasonable’ actions licensees will need to take in their interim ethics monitoring role, and highlighted the specific Standards it will take a "facilitative" approach to.
Tahn SharpeNovember 26, 2019
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
June 1, 2020 - June 2, 2020
Licensee Summit
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July 21, 2020
Best Practice Forum
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