Tahn Sharpe, Author at Professional Planner

Inside the quick descent of MyPlanner

After building up a growing base of advisers, the MyPlanner dealer group rapidly imploded amidst compliance concerns, leadership changes and ASIC orders.

Tahn SharpeJuly 6, 2020

MOU a savvy positioning play for FPA, TPB

The memo signed by the two parties last week went largely under the radar, but don’t underestimate its importance in terms of positioning for the FPA, who have a lot to prove.

Tahn SharpeJuly 2, 2020

From the fraud squad to financial advice: In their own words

After meeting in the police force Brett Schatto and Russell Gibb formed a personal and professional relationship over insurance, investment and buckets of freshly caught crabs.

Tahn SharpeJuly 1, 2020

Less ‘belly to belly’ talk forces BDMs to cut to the chase

Advisers want shorter, more direct conversations with relationship managers over zoom than they had in person, which means product providers and licensee representatives will need to rethink their engagement models.

Tahn SharpeJune 30, 2020

Industry

Globalisation ‘won’t flip on a sixpence’: TCorp

The CIO of TCorp, which manages $93billion on behalf of the NSW government, revealed the themes that will shape a post-pandemic economy that will remain fuelled by globalisation.

Tahn SharpeJune 29, 2020

Analysis

Equity shades licensee model in margin-starved world

External investment in the business of advice has become ubiquitous over the last few years. Licensees, who struggle to make margin, may soon be forced to start putting their money where their risk is.

Tahn SharpeJune 25, 2020

Regulation

APRA taps super funds for data on intra-fund advice and operations

The prudential regulator has asked superannuation funds to provide monthly and quarterly data to help them understand the impact COVID-19 has had on the sector.

Tahn SharpeJune 24, 2020

Technology

Local advisers lagging on robo uptake

A global study from researcher investment Trends shows that while the US is leading the way in terms of robo adoption, Australians are determined to arrive late to the party.

Tahn SharpeJune 22, 2020

Tahn Sharpe

Industry

Inside the quick descent of MyPlanner

Analysis

MOU a savvy positioning play for FPA, TPB

Profiles

From the fraud squad to financial advice: In their own words

Industry

Less ‘belly to belly’ talk forces BDMs to cut to the chase

Industry

Globalisation ‘won’t flip on a sixpence’: TCorp

Analysis

Equity shades licensee model in margin-starved world

Regulation

APRA taps super funds for data on intra-fund advice and operations

Technology

Local advisers lagging on robo uptake

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