The three critical calls in self-licensing
There are just a few calls necessary to kick off the self-licensing journey, according to Encore Advisory’s Tom Reddacliff. But they need to be made in the right order.
July 02, 2019
Accountants’ request for adviser levy discount rejected by ASIC
Accountants providing financial advice under limited licenses will continue to pay full adviser levies after the regulator rejected CA ANZ’s plea for lower rates.
July 01, 2019
Platform wars: The blood sport continues
Platform providers are prepared to cut into their margins to win relationships with advice practices which are dwindling, investment analysts and fund-flow researchers are finding.
July 01, 2019
Advice specialisation ‘not black and white’
The advice industry will continue marching towards specialisation, says Allianz Retire+’s Caitriona Wortley, but it won’t work everywhere and it’s not for everyone.
June 28, 2019
Modern slavery campaigners turn to financial services
Institutional investors are increasingly worried about investing in businesses that exploit slave work forces through their supply chains.
June 26, 2019
MLC Wealth’s Geoff Lloyd steps out from the shadows
In his first sit-down interview since taking the top job at MLC Wealth, former Perpetual CEO Geoff Lloyd describes his vision for what will be the benchmark post-royal commission bank wealth spinoff.
June 26, 2019
Upgrading software alone a path to failure: CCUBE
The CEO of an advice technology provider says there is no point implementing a new system if you’re going to pair it with the same old thinking.
June 25, 2019
Lack of bond bears speaks volumes on rates
PIMCO’s Robert Mead hasn’t seen such a dearth of bond contrarians in a quarter century as a bond manager, a phenomenon he describes as “quite disconcerting”.
June 24, 2019
Oreana leads licensee-as-investor model
Licensees have the best vantage point to assess whether an advice firm is suitable for equity investment, according to the general manager of Oreana Financial Services.
June 21, 2019
