‘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
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.
April 29, 2019
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.
April 18, 2019
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.
April 18, 2019
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’.
April 17, 2019
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.
April 17, 2019
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.
April 16, 2019
