Fate of investment consultants in advisers’ hands
Institutional asset consultants like JANA will fancy their chances muscling in on more thinly resourced investment consultants but relationships advisers have with this group will determine whether many 'fall by the wayside'.
May 06, 2020
Dividend cull sparks retirement income rethink
With the sanctity of franking credits and now bank dividends under threat, there are no sacred cows for retirees anymore. Some old and some new ways to generate income are emerging, and advisers are being called upon to assess them.
May 05, 2020
Behind our decision to end print
Colin Tate, chief executive at publisher Conexus Financial, explains why Professional Planner is ending its 13 year print run to focus on delivering content digitally, and why we should all be questioning the way we see the world.
May 04, 2020
Down markets revive asset-fee argument
Proponents of asset-based fees will argue it shows advisers have skin in the game when markets are down, but this still cuts against how professional services firms charge.
April 30, 2020
Self-funded retirees ‘dumped’ during COVID-19
The government should adjust the taper rate, the deeming rate or the pension loan scheme to support self-funded retirees doing it tough during the pandemic, according to one representative group.
April 29, 2020
Radical pandemic insurance plans being scoped by industry
A senate enquiry has revealed new pandemic insurance solutions are being sought by the industry, while ASIC has put pressure on insurers to show flexibility and compassion to consumers.
April 28, 2020
Is it time to take a tougher line with unlisted assets?
A fresh review of the regulatory and governance setting for investing in illiquid assets can only improve the baseline outcome for consumers. It also creates a “nothing to see here” environment for media, while having no adverse impact on those funds with good governance already in place, says The Conexus Institute's David Bell.
April 28, 2020
CFS invites clients to sever adviser relationships
CBA’s influential wealth arm is extending its hard line on advice by proactively reminding clients who sign an advice fee form that they can exit at any time, a move which could strain its relationship with the industry.
April 24, 2020
Mayfair swerves court ruling with new ‘wholesale’ offer
With payments suspended and a host of advertising restrictions over their heads, Mayfair 101 has carefully worded the launch of a new product targeted at ‘qualified’ investors.
April 23, 2020
Liquidity a ‘furphy’ that clouds bigger issue
Ahead of an expected surge in hardship provision claims, Frontier Advisors' Andrew Polson said the real issue for superannuation was its lack of purpose.
April 22, 2020
