Industry
NewCo headed for abandonment
CBA's wealth management spin-off is on life support after it was announced the man charged with leading the new venture, Jason Yetton, would leave the business in January without a replacement.
Matthew SmithNovember 13, 2019
Technology
Self-built CRMs put providers on notice
API technology is giving advice firms the ability to build and scale their own client management tools and hold other providers accountable, according to Lifewealth CEO Jason Harwood.
Tahn SharpeNovember 13, 2019
Advice
Flush market sparks sequencing alert for pre-retirees
The eventual end to an unprecedented bull run presents a higher degree of sequencing risk for those approaching retirement, according to Fidelity’s Richard Dinham.
Tahn SharpeNovember 12, 2019
Profiles
The winemaker & the adviser: In their own words
Eighty-seven year old wine maker Jim Irvine’s capacity for risk has not only propelled him to the top of his professional game, it’s also led to decades worth of interesting share market conversations.
Tahn SharpeNovember 11, 2019
Industry
Surging HNW segment, meet shrinking advice pool
There are now almost 500,000 Australians with over $1 million to invest according to Investment Trends, and their preference is shifting from brokers and bankers to holistic advisers.
Tahn SharpeNovember 8, 2019
Industry
MLC split beckons despite weak NAB earnings
Progress is being made in the divestiture of MLC, NAB’s acting CEO said on the bank’s full year results call, despite the damage wealth management is still doing to its bottom line.
Tahn SharpeNovember 7, 2019
Industry
View from the acquirer: Vale all-rounders
While all-rounders have traditionally had a place on the cricket pitch, AZ NGA CEO Paul Barrett looks for more specificity of purpose when he invests in advice practices.
Paul BarrettNovember 5, 2019
Investment
Allan Gray doubles down after rough patch
The contrarian investor admits it has had a "difficult year", but it has no intention of giving up the search for value and will ride out the “money bubble”.
Tahn SharpeNovember 1, 2019
Investment
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.
Tahn SharpeOctober 22, 2019
Investment
QE but not as you know it
The RBA’s intent to use quantitative easing is clear, says JP Morgan’s Kerry Craig, but it will likely take the shape of something much more unconventional that simple bond buying.
Tahn SharpeOctober 11, 2019
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.
Tahn SharpeOctober 21, 2019
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.
Tahn SharpeOctober 18, 2019
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.
Matthew SmithOctober 9, 2019
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.
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
SUITABLE FOR: Licensee and dealer group heads.
The annual Licensee Summit is recognised as the key event for the leaders of financial planning dealer groups and licensees to meet and engage with peers and colleagues to discuss the issues that underpin great businesses and the delivery of great advice.
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