Industry Updates

FSU sees ‘spike’ in interest from advisers

Financial services union national secretary Julia Angrisano says advisers are turning to them for guidance and representation after ‘messy’ associations let them down.

The future of advice

The financial advice and wealth management industry's best known thought leaders pull out their crystal balls and give their views on where the future of advice in Australia is heading.

Time to control the controllable

Given the current dislocation in the industry, there’s no better time to look at the most successful advice practices around the world and focus on the controllable factors.

The tech IPO boom has turned into a tech bubble

Just because there’s more money chasing a limited number of opportunities, which inevitably drives up prices, this doesn’t change the underlying intrinsic value of a company, Roger Montgomery writes.

Trust, confusion and disclosure: Kitces on US advice today

Tahn Sharpe sits down with influential adviser Michael Kitces to discuss the US retirement landscape, different approaches to advice regulation and the ‘god-given right to be an idiot’.

SMA providers focus on transparency

Investors are craving the clarity and performance of SMAs. For providers that means arming advisers with enough information to deal with a lot more questions.

Call for compromise on excess franking credits cull

A fund manager has put the case forward for a moderation of the ALP’s proposed end to imputation refunds. A combined limit on super and credit refunds would be better, he says.

Getting the culture right

Building a positive culture takes time and commitment but it shouldn’t take forever – nor cost a fortune in consultancy fees. Eva Scheerlinck writes.

Majority support grandfathered commissions ban: poll

Advisers are far from forming a consolidated view on the banning of legacy commissions, but an online poll reveals 65 per cent either agree with the 2021 cut-off date or want to bring it forward.

Women in Super urges Canberra to act

Women in Super is urging the future government to deal with the critical issue of improving women's retirement outcomes.

Inside the Liberal Party’s bare economic policy

The LNP might need a few years in the wilderness to do some serious soul searching and move past the debt bubble economics that still dominate its economic approach.

ASIC signals adviser levy reduction for 2018-19 FY

Advisers could be in for a decrease in the amount they pay for their own regulation according to ASIC’s recently published industry levy estimates.

Previous Next