Advice in a crisis (or any other day)
At its essence, advice should be about spending less time putting out fires and talking about investment products and market performance and more time inspiring your clients and empowering your business, writes David Haintz.
May 14, 2020
Revenue concerns peak for advisers: Live data
Expected monthly revenue dropped markedly – from minus 14pc to minus 19pc – this week according to an ongoing study conducted by Investment Trends, which also revealed a remarkable consistency in when advisers think the lockdown measures will end.
May 14, 2020
Qantas Super juggles stand-down dilemma
Qantas Super chief executive Michael Clancy says the term stand-down is not in the fund’s trust deed and he is working closely with the airline to figure out what it means for superannuation.
May 14, 2020
KKR’s CFS deal could spark wealth consolidation
CBA's deal with private equity giant KKR could open up more deals in the wealth management industry and lead to consolidation in the platform market, Matthew Smith writes.
May 13, 2020
Respond, don’t react; Leadership in the pandemic era
The head of ASX-listed Centrepoint Alliance says he’s had to adopt a more fluid and proactive style of leadership during the pandemic, with the group’s ongoing transformation taking a back seat to supporting advisers through the crisis.
May 13, 2020
The zoom boom
Even in isolation Dixon Bainbridge manages to feel uncomfortable about his proximity to other human beings.
May 13, 2020
FASEA extensions now unlikely this week
The FASEA deadline extensions promised to financial advisers look like they will be scuttled this week thanks to a Labor amendment attached to the Bill in advance of its planned introduction to the Senate.
May 11, 2020
Frydenberg stalls advice reform
The Treasurer has announced a six-month hiatus on reforms stemming from the Hayne royal commission, giving advisers time and space to support “their customers and staff”.
May 09, 2020
Super mergers: Are we missing the point?
Despite the insinuated negativity around superannuation's lack of innovation, I believe that there is an ambition to innovate. And it is through this lens that I feel we need to challenge the status quo on mergers.
May 09, 2020
Beyond pricing: the real battle for platform supremacy
Eighteen months after the investment platform industry staged a very public pricing war the focus has shifted, with the battle now being fought over the twin pillars of functionality and service in a remarkably different environment.
May 07, 2020
Let’s lead clients out of this crisis
If there is ever a time for advisers to stand up and demonstrate their value, surely it is during a crisis. Paul Barrett writes.
May 07, 2020
ProctorU boss moves to quell FASEA exam concerns
The head of online proctoring service ProctorU wants to dispel some myths and misinformation circulating about the firm FASEA is now using to conduct its exams.
May 07, 2020
