Insurance round opens with long list of misconduct
The fist insurance round of the Hayne royal commission got under way with council assisting Rowena Orr producing a long list of admitted wrongdoing by industry giants.
September 10, 2018
BT pulls the pin on entry-level advice business
BT Financial Group has a consultation process under way for advisers who will be displaced as it abandons one of its advice strategies.
September 07, 2018
Everything’s going to be OK
Forget about easily commoditised services, clients want you to show them their finances are in good shape for what they want to do, David Haintz writes.
September 06, 2018
On the M&A front: ‘Everyone wants engaged clients’
Advice practices with large per-adviser client registers are potentially being discounted in the open market, one M&A specialist says.
September 05, 2018
Who’s on board? Education and the new world order
The ride to professionalism requires getting the right people involved and leaving the rest. Those who don’t want to make the trip are better off exiting before they’re pushed.
September 03, 2018
Diary of a trader: in defence of my forecasting
Everyone knows the bull run will end one day. For me, there are no signals (yet!) to walk away from a successful strategy, Ron Bewley writes.
September 03, 2018
Death of the licensee as we know it
How quickly the role of the licensee today passes into extinction will depend heavily on the industry’s progress towards professionalism, one expert says.
August 31, 2018
A safer home for high yields
A new multi-asset approach to income investing applies a risk ceiling first, which creates a comfort zone and helps preserve capital during the search for assets.
August 28, 2018
Retail funds take heat in Hayne searing of super
It was the big retail brands – NAB, CBA, AMP, IOOF and ANZ – that ended up wearing the brunt of the commissioner Hayne’s ire during the fifth installment of the royal commission.
August 28, 2018
