Advisers push industry funds to open up
Regulators and policymakers are investigating vertical integration and that probably has industry funds looking closely at their advice models.
December 18, 2018
SMSF Association doubts advisers can pull off exam/degree double-up
Advisers looking to combine FASEA-mandated exam and degree study may struggle to find all the courses, Peter Hogan says.
December 18, 2018
Bridges reviewing its ‘lucrative’ referral agreements
Referral deals Bridges Financial Services has with credit unions and mutual banks containing ongoing fee arrangements are being reviewed, with changes expected.
December 17, 2018
AFCA to clean up ‘barriers’ to complaints after damning ASIC research
Prompted by a negative report from the regulator, the new agency has questioned firms’ resolution times and communication with clients.
December 17, 2018
Secret report fuels adviser exodus at Godfrey Pembroke
Advisers at one of the country’s most respected licensees are leaving in droves, aided by a private report assessing the marketplace that was delivered in August.
December 14, 2018
Fear and self-doubt warping advice: Innova CIO
Advisers are losing confidence in their investment savvy and choosing cheap options at the expense of real value, Dan Miles says.
December 13, 2018
‘You’ve got to get off the 1 per cent’: Stackpool
One of the industry’s most known figures has spoken out about what he calls outdated remuneration models. Charge clients for value, he says, and nothing more.
December 13, 2018
Advisers not pre-empting commissions ban
While the big banks have committed to getting rid of grandfathered commissions, a Professional Planner poll shows the broader market is reluctant to follow them. Tahn Sharpe writes.
December 11, 2018
All eyes on ANZ deal as IOOF top brass face super ban
Since news of the multiple APRA actions on Friday, ANZ said it was “assessing its options” in relation to its October 2017 sale of OnePath Pensions and Investments business to IOOF.
December 09, 2018
Time to plan: a roadmap for advice firms
Advice firms without a living, breathing plan are at a big disadvantage and what’s worse, this unwillingness to set and track goals could affect their clients.
December 06, 2018
Investigating the real cost of admin: one fundie’s mission
By shedding light on hidden admin fees, one prominent fund manager is hoping to quicken cultural the change he believes is necessary for the industry to advance.
December 06, 2018
Investment committee guides a myth
Annika Bradley’s quest to find out exactly what an investment committee should look like took her to the regulators, gatekeepers and, ultimately, Aristotle.
December 05, 2018
