Our 10 best quotes of 2019
Here are the notable quotes that came across our desk this year. From CEOs and investment experts to regulators and licensee heads, these are the words that made sense, and headlines, in 2019.
December 18, 2019
Riskies and planners ‘two different animals’: Trapnell
Jamming insurance and financial planning together under FASEA’s education bracket will just water down the specialist area, the head of Synchron’s 500-strong network believes.
December 16, 2019
APRA takes IP insurance into its own hands
The prudential regulator has moved to save income protection insurance providers from their own predilection for aggressive competition with a host of changes that will affect product pricing and design.
December 12, 2019
Preserve the Code: The case for avoiding all conflicts
Any plans to lobby government and FASEA to amend its plain words or to dilute its principles or interpretation should be dropped; it is simply not in the interests of the new profession, Robert MC Brown reckons.
December 11, 2019
An outside adviser’s take on FPA Congress
Reflections on the FPA Congress and local advice industry by well known UK adviser and advice mentor Phil Billingham puts Australia's fixation with regulatory change and proliferation of product into context.
December 10, 2019
Active versus passive: Look beyond the binary
Aussie equity portfolios may suffer if investors take sides in the active versus index debate. With no shortage of options available, building a balanced portfolio is about more than picking sides.
December 10, 2019
SMSF wind-ups should be front of mind
Death, divorce and dissolution: there are a host of reasons advisers need to keep a close eye on the readiness of an SMSF to be wound up, according to private client adviser Peter Crump.
December 09, 2019
AMPFP ends its mass-market MDA experiment
AMP Financial Planning couldn't make managed discretionary accounts commercially viable in light of the conditions placed on the wealth manager's offering, the group's head of research has told Professional Planner's Researcher Forum.
December 06, 2019
Asset definition inconsistency a blight for advisers
The disparate methods super funds use to define asset class make things tough for advisers, according to Lonsec’s Veronica Klaus, but the funds themselves aren’t to blame.
December 06, 2019
