Industry

Salaries up, bonuses down for advisers

Pay packages are focusing on salaries and client satisfaction, rather than revenue targets and bonuses, while older practitioners are seeking to BDM and training roles.
Education

FASEA meets advisers halfway on degrees

The authority has released its final mandate for advisers, with a 240-hour shortcut for non-relevant degree holders among the late changes. Tahn Sharpe writes.
Featured Homepage Posts

Advice fee models will change

Ongoing fee arrangements, asset-based fees and incentive structures are set to be shaken up based on the findings of the Hayne royal commission.
Industry

Banks aren’t leaving wealth due to lack of profitability

A PwC report reveals that institutionally owned wealth management businesses were still incredibly profitable in the lead-up to divestment in 2018.
Industry
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Industry

SoA inconsistency hindering regtech’s effectiveness

The varying perspectives on what compliant documents look like makes it tough for regtech providers to come up with scalable and effective solutions, Red Marker director Matt Symons says.
Industry

Firms and advisers called out for gouging in super

Productivity Commission deputy chair Karen Chester has recommended a swift end to grandfathered commissions in superannuation and taken a swipe at the retail funds industry for charging asset-based fees.
Industry

Xplan responds to calls for simpler API tech

IRESS adapts to a more competitive market with a new, simplified data-sharing tool for Xplan that is tailored for independent financial advice firms. Tahn Sharpe writes.
Investment
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Investment

Cash might be king in 2019

Higher rates of volatility can be expected in 2019, given the picture forming in the bond market.
Investment

Welcome back and try not to think about those poor returns

Superannuation fund CIOs are predicting a tough year ahead for equities investors punctuated by low economic growth and possible share market draw downs.
Investment

Looking out for pirates in LIC waters

Too often, investors look only at the recent track record or the current reputation of the fund manager in selecting a LIC, but so much more needs to be considered to avoid potential disasters.
Education
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Education

SMSF Association doubts advisers can pull off exam/degree double-up

Advisers looking to combine FASEA-mandated exam and degree study may struggle to find all the courses, Peter Hogan says.
Education

FASEA ‘open-minded’ about changing proposals

The chief executive of the authority said he would remain open to amending its standards summary and appreciated the feedback, despite the “occasionally misinformed poets” in the discussion.
Education

FASEA deals FPA, AFA members a rough hand

The guidelines released Friday, deeming the FPA and AFA’s designations worth only two credits of prior learning, are now the subject of a three-week consultation period.
Final Word
December 2018
Insider trading takes on a new meaning when Dixon Bainbridge inadvertently gives a tip on a current affairs bet.
November 2018

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