Top 10 Funds not a super solution
The Productivity Commission’s proposed changes to default super have caused concern about everything from market cycles to industry fund trustees.
June 07, 2018
Self-licensing to stretch firms and regulator
Many of the newly self-licensed businesses will be unable to cope with the demands of being an AFSL, and ASIC will be stretched handling them, says Affinia’s Marcus O’Sullivan.
June 06, 2018
ASIC to take more ‘intensive action’
The securities regulator will be moving to a more active, “APRA style” of regulation as part of its oversight of the advice and wealth management industry, a leading law expert has
June 05, 2018
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
