Featured Homepage Posts

Featured Homepage Posts

It’s not disruption, it’s opportunity

Technology isn’t disrupting advice, it’s accelerating the empowerment of the consumer and providing more transparent price discovery in a cost-conscious world.

David HaintzAugust 19, 2019

Featured Homepage Posts

After 20 years, we’ve almost reached peak compliance

Allison Dummett, who was a founding director at licensee Matrix in 1999, reflects on changes to licensing over the last 20 years and what that means for new advice business practices in 2019.

Tahn SharpeAugust 16, 2019

Featured Homepage Posts

Lloyd to ‘segment and protect’ Godfrey Pembroke

Geoff Lloyd speaks to Professional Planner about MLC’s new blueprint for advice, the consolidation of its licensee footprint and why Godfrey Pembroke remains a standalone entity.

Tahn SharpeAugust 15, 2019

Featured Homepage Posts

Tricks for avoiding buyers’ remorse as M&A heats up

Amid a flurry of mergers and acquisitions in the advice industry, a legal consultant warns both buyers and sellers to beware. Deep warranties and stringent indemnities could be crucial as principals navigate frothy waters.

Matthew SmithAugust 14, 2019

Featured Homepage Posts

Advisers taking challenges in stride: Investment Trends

A recent report by the researcher indicates the vast majority of planners have no plans to leave the industry and are willing to tackle FASEA and the compliance burden head-on.

Tahn SharpeAugust 14, 2019

Featured Homepage Posts

IOOF to ditch OSAs for annual agreements

The nation’s second largest licensee owner is getting ahead of likely legislation and rolling out plans to service clients on yearly terms, according to general manager of advice Darren Whereat.

Matthew Smith and Tahn SharpeAugust 13, 2019

Featured Homepage Posts

The advice sherpa: A new career pathway emerges

Melinda gave up licensed advice to set up a ‘navigation, translation and review’ service that chaperones people through the advice process and tells them if their adviser is doing it right.

Tahn SharpeAugust 12, 2019

Featured Homepage Posts

CBA whistleblower: protection policies aren’t enough

ASIC is only now instigating protection laws for people like Jeff Morris, who blew the lid on CBA malfeasance 10 years ago. If the government was serious, he says, they'd set up an independent body.

Tahn SharpeAugust 9, 2019

<1of367>