Industry

Industry

12-month regulatory moratorium in play for advisers

Calls are mounting for the proposed regulatory changes in July, such as the annual opt-in rule, to be postponed so that advisers can focus their efforts on guiding clients through the coronavirus crisis.

Tahn SharpeMarch 18, 2020

Technology

Morningstar ramps up advice push with Finametrica buy

The global investment research firm, which bought Australia’s AdviserLogic last year, extended its reach into the industry by picking up the Canadian software firm that owns the Finametrica profiling tool.

Tahn SharpeMarch 11, 2020

Industry

Timeshare tactics revealed: ‘Completely generic’ SoAs

Ex-timeshare operators are lifting the lid on the sector and making a buck helping consumers get out of burdensome contracts, but AFCA is questioning whether these paid advocates are part of their problem.

Tahn SharpeMarch 9, 2020

Industry

Statutory fund for advice within reach: Longstaff

'There is a test playing out almost every day' and associations protecting the status quo are hampering the industry's efforts to progress, Simon Longstaff told the Ethics for Advisers podcast recently.

Matthew SmithMarch 6, 2020

Technology

Big budgets, bad solutions: why Clime is avoiding robo

The financial services provider decided not to bolt a robo platform onto its SMA offering because the best solutions aren't in the market yet, despite a ‘thousand warheads’ worth of resources.

Tahn SharpeMarch 5, 2020

Industry

Madison sale process to be completed by April

While there is strong inbound interest from potential acquirers for the licensee formerly owned by Sargon, the pointy end of the sale process will take place in mid-late March, with a deal likely to be finalised in April.

Matthew SmithMarch 3, 2020

In Brief

In Brief – February

All the stats, quotes and charts that matter for wealth management professionals from the month of February.

Professional PlannerFebruary 28, 2020

Industry

Go into self-licensing with eyes wide open

Advisers who are considering self-licensing must choose between coming under the rules and protection of a licensee or carrying all the risk of doing things their way. Fortnum CEO Neil Younger writes.

Neil YoungerFebruary 27, 2020

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