Tahn Sharpe, Author at Professional Planner

On Practice

85pc of advice clients mispriced: Peloton Partners

The outspoken consultant said advisers are constricting their value and hence their ability to price correctly. Putting clients first is "garbage", he argued. Advisers and their businesses should be on equal footing with their clients.

Tahn SharpeJuly 29, 2021

Regulation

ASIC explains three drivers for adviser levy increase

ASIC's Sciacca – herself a former adviser – said she could understand, "from an adviser's perspective" how they would feel seeing the cost increase, "particularly if they feel as though there's no regulatory efforts directed specifically towards them".

Tahn SharpeJuly 28, 2021

Industry

De Gori: Advice ‘absolutely’ has a supply issue

"Where are the adviser numbers going to end up?" said the outgoing FPA chief. "That's anyone's guess, but my gut feel is that we will probably get down as low as 16,000, 17,000."

Tahn SharpeJuly 28, 2021

Industry

Tarnished, but iconic: AMP Advice looks to the future

AMP needs to be rebuilt, admitted Matt Lawler at Professional Planner's Best Practice Forum. But with the "iconic" group's new direction it can be a force for good, not only in employing over 1300 advisers but in lobbying policymakers and regulators for smarter regulatory settings, he explained.

Tahn SharpeJuly 27, 2021

Industry

Up to 2,000,000 ‘unassigned’ clients after bank exits: CoreData

A confluence of macroeconomic and microeconomic factors are putting the Australian advice industry in a position to flourish in the coming years according to CoreData chief executive Andrew Inwood.

Tahn SharpeJuly 27, 2021

Industry

AFA finds its new leader in Morgan-Banda

The Association of Financial Advisers has announced the experienced executive will be its new CEO after what it says was a "thorough and rigorous" recruitment process.

Tahn SharpeJuly 26, 2021

Industry

No more ‘handcuffs’: AMP dumps BOLR deals and releases client books

"We've evolved a lot," managing director of advice Matt Lawler tells Professional Planner shortly after AMP announced it was shedding BOLR agreements and institutional ownership of client books. A week before new CEO Alexis George finds her desk, the group has reshaped its advice arm for the post-royal commission era.

Tahn SharpeJuly 26, 2021

Regulation

ASIC’s 30pc levy increase to shut more advice doors

The corporate regulator has estimated another 30 per cent increase in the annual adviser levy to $3,138 for 2020/21. If history is anything to go by – and the numbers used in ASIC's calculation – the final amount could be much higher.

Tahn SharpeJuly 23, 2021

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Tahn Sharpe

On Practice

85pc of advice clients mispriced: Peloton Partners

Regulation

ASIC explains three drivers for adviser levy increase

Industry

De Gori: Advice ‘absolutely’ has a supply issue

Industry

Tarnished, but iconic: AMP Advice looks to the future

Industry

Up to 2,000,000 ‘unassigned’ clients after bank exits: CoreData

Industry

AFA finds its new leader in Morgan-Banda

Industry

No more ‘handcuffs’: AMP dumps BOLR deals and releases client books

Regulation

ASIC’s 30pc levy increase to shut more advice doors

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