ASFA boss defends super against ‘contagious false narrative’
ASFA boss Martin Fahy has hit out against critics of Australia’s superannuation system, warning that it is currently in the grip of a contagious false narrative which risks undermining retirement outcomes.
November 14, 2019
NewCo headed for abandonment
CBA's wealth management spin-off is on life support after it was announced the man charged with leading the new venture, Jason Yetton, would leave the business in January without a replacement.
November 13, 2019
Self-built CRMs put providers on notice
API technology is giving advice firms the ability to build and scale their own client management tools and hold other providers accountable, according to Lifewealth CEO Jason Harwood.
November 13, 2019
Flush market sparks sequencing alert for pre-retirees
The eventual end to an unprecedented bull run presents a higher degree of sequencing risk for those approaching retirement, according to Fidelity’s Richard Dinham.
November 12, 2019
The winemaker & the adviser: In their own words
Eighty-seven year old wine maker Jim Irvine’s capacity for risk has not only propelled him to the top of his professional game, it’s also led to decades worth of interesting share market conversations.
November 11, 2019
Surging HNW segment, meet shrinking advice pool
There are now almost 500,000 Australians with over $1 million to invest according to Investment Trends, and their preference is shifting from brokers and bankers to holistic advisers.
November 08, 2019
MLC split beckons despite weak NAB earnings
Progress is being made in the divestiture of MLC, NAB’s acting CEO said on the bank’s full year results call, despite the damage wealth management is still doing to its bottom line.
November 07, 2019
Advisers pressured to get the jump on commissions ban
Reputational concerns are motivating advisers to get ahead of the grandfathered commissions repeal date according to Sue Viskovic, but the list of considerations is long and daunting.
November 06, 2019
The end of this fairy tale is not happily ever after
The notion that billion dollar 'unicorn' start-ups abound has been leading investors to disappointment for a few years now. Roger Montgomery has a warning for those prone to believing fables.
November 06, 2019
Photo gallery: Researcher Forum 2019
The 2019 Researcher Forum took place at the InterContinental Double Bay, Sydney, Wednesday 4 December, 2019.
November 05, 2019
Senator lambasts FASEA’s Glenfield on Standard 3
A heated exchange between Queensland Senator Amanda Stoker and the FASEA CEO revealed the regulator’s view might not have been considered in the final version of Standard 3.
November 04, 2019
