Stop arguing about who’s right on ESG
Embracing different strategies for tackling ESG investing rather than trying to a coalesce around a single approach will best serve the continuing evolution of responsible investment according to a panel.
March 09, 2022
Photo Gallery: Researcher Forum 2022, Sydney
Researchers, product providers, consultants and industry stakeholders got together at our annual Professional Planner Researcher Forum Monday, held at the Intercontinental Hotel in Double Bay, Sydney. Check out some of the action.
March 08, 2022
Lonsec wary of advice firms acting as fund managers
The institutional wealth exit has given advisers the opportunity to pose as product manufacturers, but the potential for this to be abused has forced the researcher to be cautious with who it engages.
March 08, 2022
‘It’s not always about money’: Soft skills can’t be overlooked
To celebrate International Women’s Day the Financial Planning Association highlighted the benefits female financial advisers bring to the industry, including an increased focus on the value soft skills bring to the client experience.
March 08, 2022
‘AMP owns verticals but we’re not vertically integrated’: Lawler
AMP has a vision for how it can incorporate a vertical business strategy according to advice lead Matt Lawler, one that isn't anything like Dixon Advisory.
March 07, 2022
Covid, geopolitical risks no excuse for money managers
With so many quality information channels reporting on geopolitical events investment managers have no reason to put risk in the too-hard basket, a panel has heard.
March 07, 2022
‘Perceived’ conflict of interest led to Clearview advice sale
The decision to sell a majority control of its advice arm to Centrepoint Alliance allowed Clearview to focus on product, even though the firm was confident it had no issues with conflicts of interest.
March 04, 2022
Govt pressures super funds on Russia divestment
The Treasurer and superannuation minister have told super funds to take steps to divest any Russian assets, but slow movers have struggled to comply with Russian stock exchanges now closed.
March 04, 2022
Don’t view managed accounts as a cash cow
With the regulator keeping an eye over conflicts within managed accounts, advisers need to make sure they’re not treating them as an extra revenue stream but as a service adding value to the client.
March 03, 2022
Ditch AFSLs for advisers: FPA
As part of its submission to the ALRC's Corporations Act review, the FPA has reinforced its proposal for advice to be taken out of the AFSL system while product remains.
March 02, 2022
