Punishment or wet lettuce?
The inquiry’s look at institutions’ handling of complaints hasn’t exactly turned up harsh retribution for offenders.
April 27, 2018
Tech boom, plus ETFs, spells trouble, as bubble feeds bubble
Index trackers are heavily concentrated within a handful of technology shares, leading to widespread exposure to regulatory risk and other dangers. Opportunity knocks.
April 26, 2018
Bidder’s remorse? Poppykosh!
You don't have to be lucky to win in Sydney's booming property market. If you like champagne, an impulsive streak will do the job nicely.
April 26, 2018
Revelations, regulation and sullied reputations
As the details of misdeeds at the big end of town flood out of the inquiry, the industry’s many upstanding advisers are seeing their hard-earned stature swept away.
April 24, 2018
Use your privilege to manage, and shape, change
Advisers are obviously in a position to help clients adjust to new policies but they can also play a role in shaping the incoming laws.
April 24, 2018
Self-licensing: ‘not too hard’
Damien Burns broke from the big banks and set out on his own, something he says the larger institutions don’t want people to know they have the means to do.
April 23, 2018
The big tech trends and how to adjust
Advancements in artificial intelligence, data and mobile applications require you to make changes – but they also offer new opportunities.
April 23, 2018
Which way to cover?
The insurance industry is at an inflection point, but it has the chance to turn around its poor consumer perception and deliver a better experience for Australians.
April 20, 2018
FPA touts members’ education after survey
The Financial Planning Association states that feedback from its base shows it promotes high standards and FASEA should give more credence to prior learning.
April 19, 2018
Paraplanner survival training
Outsourcing and technology are hobbling future prospects for paraplanners, although demand for them remains high. Maintaining that will require an evolution of their role.
April 18, 2018
The SMSF time bomb
The nation risks a crisis if the financial services industry doesn't address what will happen when ageing SMSF trustees lose the ability and the desire to manage them.
April 17, 2018
