Tahn Sharpe, Author at Professional Planner

More than money: Financial advice in a crisis

Clients are depending on their advisers for more than just investment advice in this unprecedented time, but there is a fine line in the psychology of support that shouldn’t be crossed.

Tahn SharpeMarch 17, 2020

Brokers worried best interests duty will drive low-quality loans

Best interest duty for mortgage brokers is a step forward for an industry moving towards professionalism, but it could also mean a shift towards cheap and ill-fitting loans agreements.

Tahn SharpeMarch 13, 2020

‘We may reconsider’: ASIC invites feedback on annual opt-in, disclosure

The regulator this week encouraged firms to provide data on how annual opt-ins and non-independence disclosure will affect consumers. The relative font size of the latter may prove to be one of the quirkier bones of contention.

Tahn SharpeMarch 11, 2020

Industry

Morningstar ramps up advice push with Finametrica buy

The global investment research firm, which bought Australia’s AdviserLogic last year, extended its reach into the industry by picking up the Canadian software firm that owns the Finametrica profiling tool.

Tahn SharpeMarch 11, 2020

Compliance

Timeshare tactics revealed: ‘Completely generic’ SoAs

Ex-timeshare operators are lifting the lid on the sector and making a buck helping consumers get out of burdensome contracts, but AFCA is questioning whether these paid advocates are part of their problem.

Tahn SharpeMarch 9, 2020

Technology

Big budgets, bad solutions: why Clime is avoiding robo

The financial services provider decided not to bolt a robo platform onto its SMA offering because the best solutions aren't in the market yet, despite a ‘thousand warheads’ worth of resources.

Tahn SharpeMarch 5, 2020

SMSF

SMSFs like bad tattoos, ex-FPA director says

Not all advisers are enamoured with SMSFs as a retirement savings vehicle. One principal likens them to tattoos; popular and exciting at first, but likely to be regretted eventually and painful to get rid of.

Tahn SharpeMarch 4, 2020

Investment

Sustainability not as compelling for passive investors

While socially responsible investing gains strength in the active market, the trend towards sustainability doesn’t seem to be as strong on the passive investment side.

Tahn SharpeMarch 3, 2020

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Tahn Sharpe

Advice