Investors need to know: Portfolios are set to fail
The second in a two-part series on market risk and asset allocation, Dominic McCormick looks at how advisers can respond if their clients are invested in portfolios that are set to fail.
August 28, 2019
Many portfolios are set to fail
In the first in a two-part series of articles, Dominic McCormick argues advisers aren't doing their jobs if they're not calling into question existing portfolio construction approaches.
August 26, 2019
Investing at a crossroads: Post QE and the new era of sustainability
New York-based portfolio manager Steve Wreford looks on the other side of quantitative easing to a world where infrastructure and themes relating to sustainability will reign supreme.
August 26, 2019
IOOF to focus on salaried, convert advisers
A 'more corporatised' private practice adviser will sit at the center of IOOF's reinvention of advice, the group's CEO explained during its full year earnings announcement on Monday.
August 26, 2019
Clients want product and investment advice: new research
People overwhelmingly look to financial advisers for investment and product advice, while emotional reasons such as feeling safe and secure rank as much less important, ASIC has learned from a piece of research it has commissioned.
August 26, 2019
ASIC kicks off ‘grandfathered’ review, issues notices
Details of ASIC's review of grandfathered commissions, mandated by the Treasurer back in February, has been released along with composition of the review which will have a quantitative and qualitative element.
August 22, 2019
The advice industry’s leadership deficit
Many factors have added to the set of circumstances the advice industry finds itself in – whipped by a royal commission and on the cusp of a fresh round of rules, regulations and reviews. Among these factors, a poor leadership stands out as its biggest misstep.
August 21, 2019
Knox, Rice and Asher urge retirement reform
Three of Australia’s leading superannuation and retirement experts have urged the federal government to give broad scope to its review of Australia’s retirement system, as the current system has too many flaws.
August 20, 2019
Brace for change: Advisers haven’t seen anything yet
New legislation to be introduced within the next year, combined with beefed up regulators, will ensure the changes advisers have endured to date are only the tip of the iceberg as the industry heads into a complete review.
August 20, 2019
It’s not disruption, it’s opportunity
Technology isn’t disrupting advice, it’s accelerating the empowerment of the consumer and providing more transparent price discovery in a cost-conscious world.
August 19, 2019
After 20 years, we’ve almost reached peak compliance
Allison Dummett, who was a founding director at licensee Matrix in 1999, reflects on changes to licensing over the last 20 years and what that means for new advice business practices in 2019.
August 16, 2019
