Analysis

Flawed retirement modelling compounds client anxiety

Typical retirement modelling fails to provide the kind of insight into future outcomes that would be useful for individuals planning for an uncertain future, David Bell writes.

David BellMarch 20, 2020

Are you (really) a long-term investor?

If you could demonstrate investor skill making short-term allocations, avoiding pitfalls, and making small but positive incremental improvements, you could build successfully to a long-term outcome.

Michael KolloMarch 12, 2020

Our great, rudderless retirement boat

Call it Australia's best problem: a retirement system that is the envy of the world but has some serious, foundational flaws that can only cause more damage if they remain unchecked.

Tahn SharpeFebruary 28, 2020

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

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

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

<1of12>