Tahn Sharpe is a Sydney-based financial services journalist with a background in financial planning. He writes on advice, superannuation, investment, banking and insurance issues, is a certified SMSF Adviser and holds an Advanced Diploma of Financial Planning.
If the regulator extends its report into conflicts from the big five into smaller practices they’ll be focusing on the two requirements advisers commonly fail, a prominent lawyer says.
Tahn SharpeMarch 15, 2019
The announcement that CBA had delayed the spin off of its 'NewCo' entity was the talk of the room at an industry conference where a CFS executive was speaking during a session entitled: ‘A longer term perspective on advice businesses’.
Tahn SharpeMarch 14, 2019
IOOF’s ability to keep 670 ex-ANZ advisers on the books will be crucial to overcoming executive disqualifications and a bruising royal commission outcome, according to Morningstar.
Tahn SharpeMarch 6, 2019