Armitage: Opportunities in PE in danger of drying up
Market illiquidity, a greater risk of policy errors by the world’s central bankers and a peak in corporate margins could dampen private market investment.
March 07, 2019
IOOF reputation hinges on retaining ANZ advisers: researcher
IOOF’s ability to keep 670 ex-ANZ advisers on the books will be crucial to overcoming executive disqualifications and a bruising royal commission outcome, according to Morningstar.
March 06, 2019
Paff shifted in AMP’s latest advice leadership change
David Akers, who was previously acting group executive of AMP’s advice business, will now lead the group’s advice business partnerships.
March 06, 2019
Centrepoint to unveil ‘real cost’ of advice
The listed wealth company is testing a new pricing strategy with its authorised reps, the first stage of a transition away from subsidised product revenue streams.
March 06, 2019
Short-term investing is ‘nonsense’: Tagliaferro
The IML founder sounded off on short-term ‘quant funds’, saying the mathematics don’t add up. For the savvy investor, however, the practice presents opportunities.
March 06, 2019
Advisers want oversight – not operations – from licensees
Advisers are looking to their dealer groups and licensees for regulatory oversight rather than operations support in the current climate, according to the results of a poll.
March 04, 2019
20 months to kill grandfathered commissions: Treasury
Treasury has put advisers – and the regulator – on notice that they have less than two years to figure out a way to wipe grandfathered commissions from their balance sheets.
March 01, 2019
MDA conflicts a matter of models: Lifespan chief
The head of a large dealer group says that while conflicts of interest can exist in managed account structures, there’s little potential for them in traditional licensee models.
February 28, 2019
The head and heart of the internet-gen client
Financial planners looking for ways to tap into the Millennial generation client opportunity need an unpatronising approach to wealth planning and providing sound financial advice based on fundamental education.
February 28, 2019
Clients want tough line on reform, survey shows
The major political parties looking to win votes leading up to the federal election will be most effective if they table a hard line on banking reform, data reveals.
February 27, 2019
Advisers need to have their ‘Costanza’ moment
The best way to have a successful advice business is to take a leaf out of George Costanza’s book and do the complete opposite of what most advisers have done up till now.
February 26, 2019
