Self-licensing trend a concern: Licensee heads
Licensee heads speaking on a panel in Sydney have questioned the timing and motivation of advisers who are thinking of licensing themselves.
December 04, 2018
OSAs could be on the chopping block
A prominent financial services lawyer has questioned ongoing service agreements and warned that current contracting and remuneration models may be up for change.
December 04, 2018
Stop trying to ‘fix the women’
Women don’t need help with self-esteem, according to Leith Mitchell. “There is no biological research that says you have a confidence chromosome that I wasn’t born with,” she says.
December 03, 2018
Fix your fee game
One size does not fit all when it comes to charging for advice anymore. Advisers who can't articulate their value proposition and be flexible will wither on the vine.
November 30, 2018
The business of ideas
Asset managers around the country are realising that attracting and retaining a diverse range of talent, particularly women, is much more difficult than just advertising more widely and hoping they'll disrupt ingrained cultures.
November 30, 2018
Sanders on FASEA, Hayne and ‘the bones of capitalism’
The former chief of the standards body says he wanted to do more than just make the rules. Speaking at Deloitte, he expressed clear ideas about what the industry needs.
November 29, 2018
Top 10 reasons real reform won’t happen
Politicians rarely maintain their appetite for significant change under ferocious lobbying. Here are the arguments most commonly used to give them pause, Robert M.C. Brown writes.
November 28, 2018
The best advisers are soothing and gritty: US study
Low levels of neuroticism and a passionate work ethic are key personality traits for successful advisers, US researcher Meghaan Lurtz says.
November 27, 2018
The hunt post Red October
Passive indices may need to sell down stocks even further if retail investors panic but serious investors need to be on the lookout for opportunities now.
November 26, 2018
Bank execs admit to wealth experiment’s failure
NAB boss Andrew Thorburn followed his counterparts in admitting the big four’s foray into advice was both ill-conceived and poorly executed. Tahn Sharpe writes.
November 26, 2018
Chris Bowen on reform: ‘I’ve been around the track’
Chris Bowen will listen but he's been 'around the track', as he puts it, enough times not to allow a lobby fuelled solely by self-interests to sway him.
November 23, 2018
Responsible managers ‘need to be a part of the business’
Industry experts explain the importance of advisers considering being an RM knowing the rules and immersing themselves in the business. Tahn Sharpe writes.
November 23, 2018
