Industry

Industry

Advice firm flips script on fundies

Queensland-based Elston started out as an advice business, grew into managed accounts and has recently launched its own unitised fund at a time when traditional funds managers are going in the other direction.

Tahn SharpeOctober 22, 2019

Industry

Prepare for ASIC to focus on small end of town

ASIC has spent a lot of its time since the Hayne royal commission trawling over client files and assessing advice processes at the big end of town, but that doesn’t mean its gaze won’t shift to medium and smaller licensees.

Conrad TraversOctober 15, 2019

Industry

The secret world of advice peer groups

A spectrum of support bodies including The Alpha Group, BFP and XY Adviser are gaining prominence, and importance, as planners clamour for business efficiencies and a sense of kinship.

Tahn SharpeOctober 10, 2019

Industry

Death of the industry fund?

Former Mine Super CIO David Bell says industry funds have a unique opportunity to showcase the value of industry-specific engagement and product features. But beyond insurance arrangements, how much tailored product design exists?

David BellOctober 10, 2019

Industry

Big December: FASEA prepares for largest exam turnout

Advisers ranging in age and experience will sit FASEA's adviser exam in December, including Park Street Group's co-founder James Dakin, who will not take the experience lightly despite his existing qualifications.

Matthew SmithOctober 9, 2019

Industry

Remuneration debate lacks client voice: Fogarty

Advisers, licensees and regulators may all have a view on the best way to charge for advice, but keep they should also keep client’s preferences in mind, says Matthew Fogarty.

Tahn SharpeOctober 8, 2019

Industry

The advice industry’s policy paradox

The government wants a more professional advice industry and has a mandate to pass new regulations but it needs to be cautious not to make the cost of giving advice too preclusive.

Matthew SmithOctober 3, 2019

Industry

Advisers expect $140k, but salary not important

New research is being conducted into why people choose financial advice as a career, with the results contributing towards efforts to recruit the next generation of planners.

Tahn SharpeOctober 2, 2019

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