Crisis thrusts advisers into digital-or-die mode
The COVID-19 crisis has brought a form of Darwinism into play for advisers, with digital transformation escalating from a work-in-progress to an essential survival tool.
April 21, 2020
Calls mount for combined FDS and OSA
Amalgamating the current backwards-looking FDS with the proposed annual renewal notice will save advisers time and money according to Xplore Wealth’s Michael Wright.
April 20, 2020
Superannuation: The ideological battle ahead
The superannuation guarantee has grown with Australia’s economy, which unlike the rest of the developed world, had not experienced a single recession until now. But fast forward to 2020 and we are effectively challenging this notion of a national pool of savings.
April 20, 2020
Advice in a digital streaming age
The progress of technology and peoples' comfort with digital streaming platforms will only further grow the appetite for personalisation, customisation, transparency and breadth of service beyond pure investment advice, David Haintz writes.
April 17, 2020
COVID-19 the second biggest challenge for advisers in 2020
While the coronavirus crisis has played havoc with portfolios and dramatically changed the way advisers work, an ongoing study from researcher Investment Trends – in partnership with Professional Planner – reveals it’s still not the heaviest burden for advisers.
April 16, 2020
Group shows consumers what $20K does to their super
A working group has released a FAQ sheet giving people rough approximations of what an early access withdrawal could mean for their retirement balance.
April 16, 2020
ASIC’s compliance reprieve a test not to be taken lightly
The loosening of compliance around ‘crisis’ superannuation advice may be clunky and ill-fitting, but it is a welcome step in the right direction and if applied correctly by the industry could see a broadening of similar regulatory relief measures.
April 15, 2020
Time to think big about our advice future
Instead of slipping into a reactionary mindset, advisers should use this crisis to reset the kind of industry they want to be part of. Robert MC Brown uses his experience with the Australian Defence Force to put forward an approach that could benefit the greater good.
April 14, 2020
Industry super crisis reveals blind spots in APL research
As industry funds scramble to manage a liquidity squeeze, out-of-cycle asset mark-downs and burgeoning cohort risks, the entire chain of responsibility behind APLs and super fund recommendations will come into question.
April 09, 2020
Centrepoint’s Benbow announces adviser support
The CEO of ASX-listed Centrepoint Alliance has provided partial fee relief to practices within the group's network to help advisers navigate the current crisis situation.
April 09, 2020
What Lloyd’s announcement didn’t say about the state of licensees
CoreData, in partnership with Professional Planner, is conducting its annual licensee preference survey to inform a feature to be published in June. Simon Hoyle weighs in on the state of the licensee market today.
April 08, 2020
