Analysis
The beginning of the end for SOAs?
ASIC's latest report on disclosure reflects the significant shift in regulators and policy makers' thinking on how risks and conflicts should be communicated.
Matthew SmithOctober 16, 2019
Analysis
Analysis
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
Analysis
Blueprint: A new model for advice
Advice is less about increasing a client's wealth and more about helping individuals or families achieving what really matters to them. Simon Hoyle outlines a new blueprint for what the future advice client and business model might look like.
Simon HoyleAugust 29, 2019
Analysis
The end of institutionally-owned advice (as we know it)
AMP, CBA, IOOF and NAB MLC’s disclosures provide more detail regarding the go-forward advice strategies of the country’s largest institutions, offering the best view yet of what the new advice world might look like.
Matthew Smith and Tahn SharpeAugust 20, 2019
Analysis
MLC Wealth’s Geoff Lloyd steps out from the shadows
In his first sit-down interview since taking the top job at MLC Wealth, former Perpetual CEO Geoff Lloyd describes his vision for what will be the benchmark post-royal commission bank wealth spinoff.
Matthew SmithJune 26, 2019
Analysis
Super should contribute more to private equity
Private capital investment is key to creating a productive and innovative economy, says AIC chief, Yasser El-Ansary.
Yasser El-AnsaryMay 16, 2019
Analysis
Rampant speculation fuelling anxiety over education
Degree or diploma-qualified advisers are understandably worried about what incoming standards mean for them. But spreading rumours and threats are not the way to quell such fears.
Kate CowlingMarch 2, 2018
Analysis
Education and experience aren’t mutually exclusive
The sizeable backlash against the incoming academic requirements for professional financial advisers misses a major point.
Kate CowlingFebruary 22, 2018