Advice

‘Future client’ explained: Inside the heads of the emerging affluent

Income protection, cash flow management and portfolio diversification are important areas this emerging segment of client which has the highest household income of any other group wants advice on, a new study shows.

Matthew SmithMarch 4, 2021

Retirement

‘Advisers are ready for this’: Time to focus on the retirement framework

Providing quality outcomes for Australians in retirement requires more coordinated thinking and a collective push for a retirement advice framework to become mainstream. With a greater sense of urgency, a group of influencers in wealth management bring their next-level thinking to the table.

Jessica SierMarch 2, 2021

SMSF

More advisers giving clients retail vs wholesale option: Deloitte

Wholesale and high-net worth advice firms are giving clients the choice of either being treated as a wholesale or a retail client according to Deloitte investment and wealth director, Mark Ryan.

Tahn SharpeFebruary 18, 2021

Advice

‘We have lost the plot a bit’: Michael Rice on advice regulation

The influential policy specialist has called for the Financial System Reform Act to be completely rewritten, noting that legislation has not kept up with technology and changes in thinking, particularly among the next generation of clients, during a panel discussion at the SMSF Association national conference.

Matthew SmithFebruary 18, 2021

SMSF

Don’t oversell SMSF tax benefits, advisers warned

Placing too much emphasis on the current day tax advantages of SMSFs, rather than the eventual retirement payoff, can increase the risk of breaching the sole purpose test according to CFS technical lead Craig Day.

Tahn SharpeFebruary 16, 2021

SMSF

Advice complaints rulings fairly evenly split: AFCA

The largest portion of complaints relating to investments and advice (32 per cent) are passed on by AFCA because they land outside the complaints authority’s jurisdiction, AFCA's 2020 complaint data shows.

Matthew SmithFebruary 16, 2021

Advice

Strategic advice in line to be next regulatory target

If the biggest indictment on the industry to date has been fees-for-no-service then the next big test for advisers will be demonstrating value for service in their investment proposition, especially if clients are being separately charged for that service. Neil Younger writes.

Neil YoungerFebruary 10, 2021

Advice

Time to think like entrepreneurs

Advisers need to start thinking and acting like entrepreneurs rather than dealer representatives by becoming customer-obsessed and swimming outside the flags from time-to-time, Paul Barrett writes.

Paul BarrettFebruary 5, 2021

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Advice

Advice

‘Future client’ explained: Inside the heads of the emerging affluent

Retirement

‘Advisers are ready for this’: Time to focus on the retirement framework

SMSF

More advisers giving clients retail vs wholesale option: Deloitte

Advice

‘We have lost the plot a bit’: Michael Rice on advice regulation

SMSF

Don’t oversell SMSF tax benefits, advisers warned

SMSF

Advice complaints rulings fairly evenly split: AFCA

Advice

Strategic advice in line to be next regulatory target

Advice

Time to think like entrepreneurs

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