Toby Potter

Industry

CFS exec flags advice gap as demerger stalls

The announcement that CBA had delayed the spin off of its 'NewCo' entity was the talk of the room at an industry conference where a CFS executive was speaking during a session entitled: ‘A longer term perspective on advice businesses’.

Tahn SharpeMarch 14, 2019

Royal Commission

Managed account conflicts of interest divide industry

Hayne’s benign take on the separation of product and advice left the door open for conflicts of interest in managed accounts to continue. Not everyone is convinced that this is a problem.

Tahn SharpeFebruary 13, 2019

Uncategorized

Managing expectations: the way forward with managed accounts

Advice practices have taken to managed accounts like ducks to water, but new questions about conflicts of interest have left potential adopters in a holding pattern.

Ben PowerOctober 15, 2018

Featured Homepage Posts

Regulatory uncertainty tapers managed accounts growth

It appears there is no shortage of interest in managed accounts but doubts about the viability of business models going forward have put many advisers into a holding pattern.

Matthew SmithSeptember 11, 2018

Research Forum 2017

Managed accounts boom leads to benefits, growing pains

The sector is now worth about $50 billion, bringing practice efficiency and better client outcomes, but fees and standards are under scrutiny.

Tahn SharpeDecember 11, 2017

Analysis

Reflection: Managed accounts herald wider change

Firms that take a big-picture approach use the resources freed up by a move to managed accounts to focus on the services that clients value most.

Simon HoyleJuly 28, 2017

In Focus

Winning with technology: planners and clients will benefit

Advances such as artificial intelligence will make financial planners bigger and better – to the benefit of their clients and the industry.

Staff WriterJune 29, 2017

Professional Standards

See the future face of financial planning at Best Practice Forum

The characteristics, skills and education expectations of today’s and tomorrow’s advisers will be key discussion points at this year’s Best Practice Forum.

Professional PlannerJune 21, 2017

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