On Practice

How to change: Seven steps to advice business transitions

Switching your investment model, pricing structure or even crossing over to managed accounts needs to approached as a project, not a problem, according to David Haintz.
Industry

M&A spree continues with Fiducian’s MyState buy

The purchase is part of a recent run of acquisitions by firms taking advantage of a surging buyers’ market and betting on the profitability of advice.
Risk & Insurance

AFA/FPA confirm alliance, join life insurance movement

The FPA and AFA’s new taskforce, an extension of an alliance the two representative bodies confirmed in May, adds weight to the life insurance industry's ‘single voice’ movement. 
Industry

Westpac finalising advice referral partners

After folding its BTFG brand internally and exiting personal advice, Westpac is close to settling on a panel of ‘specialist advice businesses’ to send client referrals to.
Top Comments

“The industry needs a “practical, common sense policy and legislation” lens however, it doesn’t seem to go so well in the political world...”

Kym Bailey

Political outsider named new financial services minister

27 May 2019

“Insurance commission has funded much more than insurance advice. It has allowed advisers to service their clients demands...”

Jossel Ginsburg

Synchron head flew to UK to uncover real commissions story

23 May 2019

“This is not an exam of product knowledge. It will be the application of an adviser in situations where conflict can occur...”

Greg Sierocinski

Advisers ‘unprepared’ for FASEA aged care questions

21 May 2019

Industry
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Industry

Count Financial sold to ‘natural home’ CountPlus

The converged accounting and advice practice is backing itself to run CBA’s second largest cluster of advisers, and could extend its influence over the group considerably.
Industry

A case study in front running disruption: Centrepoint

Transparency with advisers was an essential part of the transformation process Centrepoint Alliance CEO Angus Benbow kicked off close to a year ago now. Leaders have no choice but to face into the challenges, he says.
Industry

‘Not all commissions are bad’: Insurance advisers find a single voice

Policy experts, practitioners, representative bodies and business leaders gathered together to establish a single voice in support of better consumer outcomes and a sustainable sector ahead of a landmark review.
Investment
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Investment

ASIC shifts focus to MDA providers and advisers

The regulator sent out letters recently asking for information about MDA services in an effort to understand more about a side of the industry that is “largely opaque” to them.
Investment

Where portfolio completion begins

Total portfolio management is a portfolio completion strategy and all large asset owners should be looking to manage their portfolios this way, a panel at the Fiduciary Investors Symposium said.
Investment

Australia’s central bank to adopt QE

Amy Xie Patrick, portfolio manager, Pendal Group predicts the RBA would embrace quantitative easing (QE) once rates fall to 1 per cent.
Education
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Education

Code monitoring a ‘good thing’: FPA

The FPA’s CEO lauded the proposed code monitoring arrangement for its ability to bring all advisers under the same ethical standard. ‘No one gets to choose not to be involved’, he said.
Education

Code of Ethics ‘impossible to manage’: AFA

The AFA’s policy head, Phil Anderson, highlighted several problems with FASEA’s Code of Ethics including its blanket restriction on conflicts and lack of scope for scaled advice.
Education

600 advisers registered to make history in first FASEA exam

A group of retired advisers will do a test run of FASEA’s new exam to check it’s fair before 600 advisers become the first to complete the gateway qualification this month.
Attend a Professional Planner Event
July 30, 2019

Best Practice Forum

SUITABLE FOR: Financial planning practice owners and principals.

The Professional Planner | Financial Planning Association Best Practice Forum taps into the experience and insights of practice owners, principals, consultants and other industry participants to deliver leading-edge thinking on financial planning.

August 1, 2019

Best Practice Forum

SUITABLE FOR: Financial planning practice owners and principals.

The Professional Planner | Financial Planning Association Best Practice Forum taps into the experience and insights of practice owners, principals, consultants and other industry participants to deliver leading-edge thinking on financial planning.

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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