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Home>Our Authors>Matthew Smith and Tahn Sharpe

Matthew Smith and Tahn Sharpe

Articles written by this Author 7

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Regulation

Dismantling reforms may be the only option

Policy reforms based on recommendations of a retrospective but necessary royal commission will add layers of complexity and further distance advisers from their fiduciary foundations.
Matthew Smith and Tahn SharpeApril 30, 2020
Analysis

The end of institutionally-owned advice (as we know it)

AMP, CBA, IOOF and NAB MLC’s disclosures provide more detail regarding the go-forward advice strategies of the country’s largest institutions, offering the best view yet of what the new advice world might look like.
Matthew Smith and Tahn SharpeAugust 20, 2019
Industry

IOOF to ditch OSAs for annual agreements

The nation’s second largest licensee owner is getting ahead of likely legislation and rolling out plans to service clients on yearly terms, according to general manager of advice Darren Whereat.
Matthew Smith and Tahn SharpeAugust 13, 2019
Industry

BTFG, Viridian deal in negotiations for 9 months

Westpac will retain the BT brand, however BT Financial Group will no longer exist as a stand-alone division while aligned and salaried advisers will either join boutique licensee, Viridian, or become self-licensed.
Matthew Smith and Tahn SharpeMarch 19, 2019
Industry

Royal commission costs tick over $500 million for AMP

The bank’s annual results also revealed net cash outflow of $3.968 billion from Australian wealth management, compared with $931 million net cash inflows the previous year.
Matthew Smith and Tahn SharpeFebruary 14, 2019
Featured Homepage Posts

CBA joins the great wealth escape

The disintegration of the institutional wealth advice model is happening. The banks are announcing sell-offs, spin-offs and divestitures of their wealth management businesses.
Matthew Smith and Tahn SharpeJune 25, 2018
Industry

Dover collapse could chill exodus from big licensees

The fall of Dover Financial Advisers could mean second thoughts for firms considering self-licensing or a second-tier licensee, Morgan Stanley’s Daniel Toohey says.
Matthew Smith and Tahn SharpeJune 12, 2018

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