Tahn Sharpe, Author at Professional Planner

Compliance

Hume rallies the adviser troops on ASIC consultation

ASIC's consultation on advice access has the potential to be a "transformational undertaking", the newly promoted minister tells Professional Planner. The key, she reckons, will be getting advisers to tell their stories.

Tahn SharpeJanuary 15, 2021

Licensees

Top end of licensee list dwindles as AMP FP knocked off perch

The fall-off from AMP’s flagship licensee was expected, but it also highlights a stark trend; the big end of town is being levelled at a rapid rate and not even IOOF’s acquisitive position will restore the dynamic.

Tahn SharpeJanuary 13, 2021

Professional Education

Half the advice industry yet to pass adviser exam: FASEA

The outgoing ethics and education authority reports 52 per cent of advisers on ASIC's registry have officially passed the adviser exam, leaving about half with less than 12 months to become qualified.

Tahn SharpeJanuary 13, 2021

Technology

Hub24: ‘Whole data’ sharing key to affordable advice provision

The platform provider is lending its resources to solving one of the advice sector's troublesome issues - how to standardise data sets across a multitude of advice practices and licensee outfits.

Tahn SharpeJanuary 12, 2021

Regulation

Lookback requests don’t mix regulatory standards: ASIC

The regulator denied using current regulatory standards for advice lookback reviews that involved older cases with different benchmarks. This comes as ASIC mulls abandoning the 7-year review period altogether.

Tahn SharpeJanuary 12, 2021

Industry

AMP turns to practice mergers as takeover looms

AMP is reportedly more interested in consolidating small practices for scale than making them profitable, which could make it more attractive to potential buyers.

Tahn SharpeJanuary 11, 2021

Aged Care

Advisers urged to get proactive on aged care

Advisers are in danger of losing clients and business referrals if they fail to proactively bring up aged care issues with their older clients, says Aged Care Steps director Louise Biti. Worse still, clients will end up without support when they need it most.

Tahn SharpeDecember 15, 2020

Industry

FASEA axed, FDS and OSA docs to merge in landmark day for advice

FASEA will have its functions spread across Treasury and a single disciplinary body sitting within ASIC, while – in a much-needed compliance win for advisers – annual fee renewals will be combined with financial disclosure statements in a single document.

Tahn SharpeDecember 14, 2020

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Tahn Sharpe

Compliance

Hume rallies the adviser troops on ASIC consultation

Licensees

Top end of licensee list dwindles as AMP FP knocked off perch

Professional Education

Half the advice industry yet to pass adviser exam: FASEA

Technology

Hub24: ‘Whole data’ sharing key to affordable advice provision

Regulation

Lookback requests don’t mix regulatory standards: ASIC

Industry

AMP turns to practice mergers as takeover looms

Aged Care

Advisers urged to get proactive on aged care

Industry

FASEA axed, FDS and OSA docs to merge in landmark day for advice

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