Analysis

Analysis

Advisers face an avalanche of super fund retirement products

Super funds will soon be compelled to develop retirement solutions, which means advice clients will be looking for help understanding a slew of new and potentially complex products and services. There is a small window of opportunity for advisers to prepare.

David BellApril 30, 2021

Analysis

AMP Wealth’s survival chances: Advice execs weigh in

The majority of advice executives from a cross section of the industry believe AMP’s wealth arm is beyond help, but not all. “They have the scale to come out successful but it's not going to be the way it looks today,” one said. “I don’t think you can say they won’t right the ship.”

Tahn SharpeFebruary 15, 2021

Analysis

The great reset: An industry emerges from crisis

Unprecedented quickly became the description de jure for what was happening all around between March and May this year as superannuation was drawn on, funds were tested and central banks through everything including the kitchen sink at the problem - Professional Planner reflects on the year that was.

Matthew SmithDecember 17, 2020

Analysis

M&A strategy: Don’t overpay for synergies

Buyers paying 2.5 times recurring revenue for a client book in 2020 are probably getting a raw deal, unless their EBIT margin is greater than 35 per cent. In part one of a three part series, Paul Barrett cautions buyers to get real about synergies benefits to avoid overpaying.

Paul BarrettOctober 29, 2020

Analysis

Resilience is learned, not inherent: Olympian Alisa Camplin

Australian Winter Olympic gold medallist Alisa Camplin has drawn on all her techniques for managing stress in her sports career using performance psychology to manage her mental health in light of the impacts from COVID.

Ben HurleyAugust 12, 2020

Analysis

Goals based advice needs tighter certainty metrics

The financial advice value proposition needs to accommodate and promote the role of certainty and risk; without it, the industry’s transition to a profession will be hampered from the outset.

David BellAugust 3, 2020

Analysis

MOU a savvy positioning play for FPA, TPB

The memo signed by the two parties last week went largely under the radar, but don’t underestimate its importance in terms of positioning for the FPA, who have a lot to prove.

Tahn SharpeJuly 2, 2020

Analysis

Equity shades licensee model in margin-starved world

External investment in the business of advice has become ubiquitous over the last few years. Licensees, who struggle to make margin, may soon be forced to start putting their money where their risk is.

Tahn SharpeJune 25, 2020

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