Analysis

KKR’s CFS deal could spark wealth consolidation

CBA's deal with private equity giant KKR could open up more deals in the wealth management industry and lead to consolidation in the platform market, Matthew Smith writes.

Matthew SmithMay 13, 2020

Analysis

Dismantling reforms may be the only option

Policy reforms based on recommendations of a retrospective but necessary royal commission will add layers of complexity and further distance advisers from their fiduciary foundations.

Matthew Smith and Tahn SharpeApril 30, 2020

Analysis

15 super funds on SuperRatings ‘priority’ list

The prominent super fund researcher will be knocking on doors this week to consider the appropriateness of ratings among certain strategies and products in light of new liquidity concerns.

Matthew SmithApril 22, 2020

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

Analysis

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

Analysis

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

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

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