Clearview takes high road with unbranded content
The licensee owner eschewed their own branding in a series of educational videos for clients, preferring to white-label the content and “give something back to the advisers and the community”.
May 08, 2019
Fraud risk: what to look for
Fraud presents a real risk to investor portfolios, and advisers who aren’t attuned to the scams going around might be doing their clients a disservice.
May 08, 2019
Advisers warned to start sale process early
Business valuation consultant Tim Lane says many older advisers limit their chance to carry out organic succession, and their selling price, by leaving the process too late.
May 07, 2019
Accountants to fill the adviser ‘deficit’: CountPlus
Matthew Rowe believes we’ll see more convergence between advice and accounting, but not via limited licenses. ‘You can’t be half pregnant’, says the CountPlus chief executive.
May 06, 2019
Hartzer hopes profit slide marks turning point
Remediation costs across the big four have reached close to $5 billion, far greater than the initial estimates, with product design and compliance investigations likely to continue.
May 06, 2019
NAB’s $1.1 billion apology
The bank is taking ownership of its customer issues, spending half a billion dollars in remediation payment in the last six months alone and vowing to “fix” its problems.
May 02, 2019
‘Sombre’ Elliott speaks on ANZ remediation and results
The big bank was first out of the blocks to report half year results, with CEO Shayne Elliott lamenting a tough retail banking environment and ‘higher remediation costs’.
May 01, 2019
Literacy could be dangerous in the hands of industry
The failure of programs delivered by those with a vested interest might be contributing to declining financial literacy, which consumers are aware makes them vulnerable.
May 01, 2019
In their own words: ‘He’s my best kept secret’
Alfreda White continued to have a comfortable rapport with Richard Jackson, even after her husband passed away. But what Alfreda has found most enduring is Richard's quiet and contained manner.
April 30, 2019
Downer scoffs at ‘uncertain times’
The ex-liberal leader addressed a room full of advisers and investors to talk about global themes including nationalism, the rise of China and the ‘febrile’ public mood.
April 30, 2019
The future of advice – part two
In this, the second of our two-part series on the future of advice, we look at perspectives on licensing and business structures, as well as investment implementation & research.
April 29, 2019
