Licensees must be proactive rebuilding trust: De Gori
Advisers need to demystify planning and educate the wider public on what great advice can do for them. But they need assistance, and that’s where licensees come in.
June 04, 2018
Licensee of the Year Awards 2018
Winners of the Overall, Independently Owned, Institutionally Affiliated and Institutionally Branded Licensee of the Year 2018 were announced at a ceremony in the Blue Mountains.
June 04, 2018
Advisers reveal what they want
A CoreData survey gets at the heart of what advisers want from licensees. This comes as dealer groups are increasingly pressured to show their value and maintain margins.
June 04, 2018
A graduate’s perspective: fresh eyes on the storm
Robin Eddie discovered financial planning, along with FASEA and the royal commission, after leaving South Africa and coming through the Grad Mentor program.
May 31, 2018
What a time to tilt away from high yield
It paid to shift away from high-yield sectors in the early part of this year, provided the mandate allowed for such flexibility. Ron Bewley explains.
May 31, 2018
Now might be a good time to sell your practice
Valuations of commission-based businesses will come under more pressure from buyers as risks related to the future of these income streams develop.
May 30, 2018
Retirement: From buckets to behavioural science
Matching buckets of assets with goals and timeframes would support a total-portfolio approach and lead to better outcomes.
May 29, 2018
Hayne inquiry didn’t uncover real issues: poll
A Professional Planner survey has revealed that 70 per cent of advisers don’t believe the hearings cut through to the most pressing problems the industry faces.
May 29, 2018
Vertical integration warping advice: Morningstar CEO
Kunal Kapoor says the US advice landscape is better served than Australia, due to its competitive market. But change is coming, and the local industry has its strengths.
May 25, 2018
AMP fronts reps over buyer of last resort deals
AMP executive director of advice Michael Guggenheimer remains on extended leave while managing director Michael Paff fronts AMP rep practices around the country.
May 24, 2018
Emotions bring carnage to markets: Kerr Neilson
The Platinum Asset Management founder, Kerr Neilson, says investors are still leading with their hearts and under-weighting facts.
May 24, 2018
