Advice

Managed Accounts

Managed account FUM tops $71 billion

The march towards systematic portfolio management continues, with inflows of $4.4 billion in the 6 months to July 1 bringing the total managed account FUM in Australia to a record high.

Tahn SharpeSeptember 10, 2019

Superannuation

Corporate cop warns of conflicts ahead

ASIC Commissioner, Danielle Press, says in-house investment teams at super funds are being watched, as is the uptick in merger activity across the industry. If something goes wrong, the regulator with the best tools will step in.

Elizabeth FrySeptember 4, 2019

Advice

Guided by evidence: Risk advice’s single Canberra message

Senator the Hon. Jane Hume joined Australian Labor Party ministers and representatives of the regulator to listen to front line advisers talk about the everyday work they do with clients in advance of the insurance segment’s landmark review which will kick off in 2021.

Matthew SmithSeptember 3, 2019

Superannuation

Future Fund’s Neal: ‘environment remains challenging’

Despite volatile conditions, Australia’s sovereign wealth fund has delivered a strong annual return of 11.5 per cent as its assets climbed to $162.5 billion at the end of the financial year.

Elizabeth FryAugust 29, 2019

Advice

Blueprint: A new model for advice

Advice is less about increasing a client's wealth and more about helping individuals or families achieving what really matters to them. Simon Hoyle outlines a new blueprint for what the future advice client and business model might look like.

Simon HoyleAugust 29, 2019

Advice

Side by side: Trust is earned over time

Ninety-year old Peter MacGill is one of the “nice guys of the world” according to his adviser, David Dall. He’s a listener, a gentleman, really polite, always appreciates the time and the advice, but he won’t action every recommendation.

Tahn SharpeAugust 29, 2019

Advice

Clients want product and investment advice: new research

People overwhelmingly look to financial advisers for investment and product advice, while emotional reasons such as feeling safe and secure rank as much less important, ASIC has learned from a piece of research it has commissioned.

Matthew SmithAugust 26, 2019

Advice

The advice industry’s leadership deficit

Many factors have added to the set of circumstances the advice industry finds itself in – whipped by a royal commission and on the cusp of a fresh round of rules, regulations and reviews. Among these factors, a poor leadership stands out as its biggest misstep.

Robert MC BrownAugust 21, 2019

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