Tahn Sharpe, Author at Professional Planner

On Practice

Switching to fixed fees: Adviser tackles the ‘vexed question’

Rob Pyne says that changing to a fixed-fee remuneration model feels like swimming upstream. Be prepared for a lot more accountability, he warns, and smaller margins.

Tahn SharpeApril 9, 2019

Advice

RI Advice seeks help on trust and change management

Dealer groups are turning to external professionals to help their authorised reps navigate trust issues and adjust to unprecedented levels of change in the industry.

Tahn SharpeApril 6, 2019

Investment

Fund manager flips the script on advisers

The head of the AUD$800 billion Dimensional Fund Advisors explains why they won’t just sell to anyone; advisers must attend education seminars and go through a vetting process before buying.

Tahn SharpeApril 4, 2019

Managed Accounts

Advisers using managed accounts to squeeze managers

As the flow of funds into managed accounts continues, competition has forced many product providers to rationalise their pricing, which is shaping an entirely new dynamic in the advice landscape.

Tahn SharpeMarch 29, 2019

Advice

No ‘idle questions’: what advice can learn from social care

Structured, deliberate small talk and social theory are just a few of the tools that can help advisers better service their clients, says UK social worker Jo Fox.

Tahn SharpeMarch 25, 2019

Technology

Data to underpin the advice proposition

An actuary from consultancy firm Milliman believes data is the key to helping advisers get to know the real goals of their clients. Tahn Sharpe writes.

Tahn SharpeMarch 21, 2019

Featured Homepage Posts

Advice specialisation ‘inevitable’: FPA

The advice industry will specialise into areas like post-retirement and even divorce, FPA chief executive Dante De Gori said on a panel to open the Conexus Financial Retirement conference.

Tahn SharpeMarch 20, 2019

Industry

‘Writing was on the wall for us’: Hartzer

The Westpac chief executive, flanked by BTFG head Bradley Cooper, confessed that the move to unload its aligned dealer groups has been underway for “a number of years”.

Tahn SharpeMarch 19, 2019

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Tahn Sharpe

On Practice

Switching to fixed fees: Adviser tackles the ‘vexed question’

Advice

RI Advice seeks help on trust and change management

Investment

Fund manager flips the script on advisers

Managed Accounts

Advisers using managed accounts to squeeze managers

Technology

Data to underpin the advice proposition

Featured Homepage Posts

Advice specialisation ‘inevitable’: FPA

Industry

‘Writing was on the wall for us’: Hartzer

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