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

Analysis

A royal imperative to find the flaws

Planners appear to have little interest in Commissioner Ken Hayne’s inquiry, but they should be concerned when it starts digging into consumers’ poor outcomes.

Kate CowlingFebruary 9, 2018

Analysis

It’s a matter of survival

If your clients are happy, you may wonder what professionalising the industry has to do with you. Simon Hoyle has a few final thoughts on the subject.

Simon HoyleFebruary 2, 2018

Analysis

Conspiracy theories distract from the real issues

The crazy ideas some in the industry are bandying about to explain the incoming education standards aren’t just annoying, they do real damage.

Simon HoyleJanuary 25, 2018

Analysis

FASEA board must enable Sanders

The Financial Adviser Standards and Ethics Authority made an excellent choice in naming Deen Sanders its chief executive. Supporting him will make a big difference.

Simon HoyleJanuary 19, 2018

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Analysis

Analysis

MLC Wealth’s Geoff Lloyd steps out from the shadows

Analysis

Super should contribute more to private equity

Analysis

Rampant speculation fuelling anxiety over education

Analysis

Education and experience aren’t mutually exclusive

Analysis

A royal imperative to find the flaws

Analysis

It’s a matter of survival

Analysis

Conspiracy theories distract from the real issues

Analysis

FASEA board must enable Sanders

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