Featured Homepage Posts

The future of advice

The financial advice and wealth management industry's best known thought leaders pull out their crystal balls and give their views on where the future of advice in Australia is heading.

Professional PlannerApril 18, 2019

Featured Homepage Posts

Time to control the controllable

Given the current dislocation in the industry, there’s no better time to look at the most successful advice practices around the world and focus on the controllable factors.

David HaintzApril 18, 2019

Featured Homepage Posts

The tech IPO boom has turned into a tech bubble

Just because there’s more money chasing a limited number of opportunities, which inevitably drives up prices, this doesn’t change the underlying intrinsic value of a company, Roger Montgomery writes.

Roger MontgomeryApril 18, 2019

Featured Homepage Posts

Trust, confusion and disclosure: Kitces on US advice today

Tahn Sharpe sits down with influential adviser Michael Kitces to discuss the US retirement landscape, different approaches to advice regulation and the ‘god-given right to be an idiot’.

Tahn SharpeApril 17, 2019

Featured Homepage Posts

SMA providers focus on transparency

Investors are craving the clarity and performance of SMAs. For providers that means arming advisers with enough information to deal with a lot more questions.

Tahn SharpeApril 17, 2019

Featured Homepage Posts

Call for compromise on excess franking credits cull

A fund manager has put the case forward for a moderation of the ALP’s proposed end to imputation refunds. A combined limit on super and credit refunds would be better, he says.

Tahn SharpeApril 16, 2019

Featured Homepage Posts

Getting the culture right

Building a positive culture takes time and commitment but it shouldn’t take forever – nor cost a fortune in consultancy fees. Eva Scheerlinck writes.

Eva ScheerlinckApril 16, 2019

Featured Homepage Posts

Majority support grandfathered commissions ban: poll

Advisers are far from forming a consolidated view on the banning of legacy commissions, but an online poll reveals 65 per cent either agree with the 2021 cut-off date or want to bring it forward.

Tahn SharpeApril 15, 2019

<1of353>

Featured Homepage Posts

Featured Homepage Posts

The future of advice

Featured Homepage Posts

Time to control the controllable

Featured Homepage Posts

Trust, confusion and disclosure: Kitces on US advice today

Featured Homepage Posts

SMA providers focus on transparency

Featured Homepage Posts

Call for compromise on excess franking credits cull

Featured Homepage Posts

Getting the culture right

Featured Homepage Posts

Majority support grandfathered commissions ban: poll

Have your say

Sign up to our daily newsletter for regular news flashes and industry insights.