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Make clients aware of the Code of Ethics

New research shows the broader population knows very little about advisers’ obligations to the new Code of Ethics, which is a shame because it could help the advice industry with its trust issues.

Simon HoyleJanuary 24, 2020

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ASIC inches closer to phone tapping advisers

A Bill presented late last year granting the regulator increased powers to intercept adviser phone calls is waiting on amendments before it goes before the house and senate.

Tahn SharpeJanuary 23, 2020

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Downturn to play havoc with pensions

If returns revert to the mean, retirees taking outsized pension payments will face some tough decisions, Jonathan Philpot says. If the market takes a significant, sustained dive the government may once again reduce minimum payments.

Tahn SharpeJanuary 22, 2020

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Almost half of risk clients don’t trust their insurer

Large swathes of consumers don’t believe that their insurer will pay up in the event of a life insurance claim, a new study from Metlife has found.

Tahn SharpeJanuary 21, 2020

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Decline in SMSF assets ‘likely’: Maroney

Demographics may force a slight reduction in investments held within the SMSF sector, but that’s not necessarily a bad thing according to the head of the SMSF Association, John Maroney.

Tahn SharpeJanuary 20, 2020

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Australia’s climate emergency

Amidst the worst bush fires in recorded history, PRI CEO Fiona Reynolds is calling on asset owners to encourage the government to take action on climate change and confront corporate lobby groups.

Fiona ReynoldsJanuary 20, 2020

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Client numbers almost halved in a decade

A business health analysis looks at the drivers behind a reduction in the average number of clients a firm serves, which is down from 975 in 2009 to only 530 in 2019.

Terry BellJanuary 17, 2020

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Advisers could fund lion’s share of new compensation scheme

Super funds and banks are expected to push back against inclusion in the proposed CSLR scheme because most compensation claims stem from the insolvency of small advice firms.

Tahn SharpeJanuary 16, 2020

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