Like everyone in the financial planning industry, I watched the Royal Commission with a mixture of dismay and incredulity. I am immensely proud of the industry and what it is seeking to do for all Australians. However, I have become increasingly concerned that the case studies of people being taken advantage of will prevent some […]
continue readingEach year, I write to the companies in which BlackRock invests on behalf of our clients, the majority of whom have decades-long horizons and are planning for retirement. As a fiduciary to these clients, who are the owners of your company, we advocate for practices that we believe will drive sustainable, long-term growth and profitability. […]
continue reading
21
Jan
2019
I often get asked why I love being a financial adviser – well the answer is simple, I get to help our clients every day of the year. Along with my awesome team we are able to make such a difference in the lives of our clients whether it be when we get to help […]
continue reading
11
Dec
2018
On first reading, Synchron cautiously supports the latest approach to Continuing Professional Development (CPD) put forward by the Financial Adviser Standards and Ethics Authority (FASEA), which was recently released for consultation via a legislative instrument. Synchron Director, John Prossor said, “While we have yet to examine it in detail, on face value it appears reasonable. The increase in CPD […]
continue reading
27
Nov
2018
The UK Crypto-task Force has published a ‘unanimously’ agreed report on crypto-assets for its digital currencies inquiry. Its findings demonstrate a deep misunderstanding of the industry. Kate Rhodes, Director of Regulatory Affairs for Coinweb and Industry expert, discusses below. The UK Crypto-task Force report, unexpectedly released today, demonstrates a deep misunderstanding of both crypto-assets and […]
continue reading
21
Sep
2018
As the federal government, Royal Commission and FASEA continue to reshape the industry and fuel many predictions and much speculation, it’s imperative to take time out to seriously consider the future as the ramifications are so immense. The industry has seen constant change over the past 30 years which started when Paul Keating created the […]
continue reading
09
Aug
2018
Tackling the trust issue is one of the greatest challenges currently facing our industry. Peter Malekas explores practical ways for advisers to turn the tide. We are experiencing a national crisis of confidence in our institutions. Our trust in business, government, media and non-government organisations has fallen drastically in the past year, and signs point […]
continue reading
17
Jul
2018
The recent news that ASIC has commenced legal action against AMP is not surprising. The fallout that has resulted from the Banking Royal Commission, along with ASIC’s announcement that its financial services reforms has enshrined conflicts of interest within vertically integrated advice and product providers, have not come as a surprise to many long term […]
continue reading
10
Jul
2018
As the fallout and ramifications of Dover Financial Advisers (Dover) demise continue to reverberate following the group’s decision to hand back its AFSL and it has exposed the immense flaws in the Australian licensing regime. It clearly highlights how the current structure favours large institutions and not the advisers and their clients. Not only are […]
continue reading
20
Jun
2018
Earn CPD Points
CPD: Ethics and financial practiceThe recent Royal Commission into Misconduct in the Banking, Superannuation ...
CPD: Don’t worry, BBB happy - giving corporate leverage the sniff testGiven bond ratings’ remarkable importance in securities markets today, the ...
CPD: Trump, Tech and TradeChina 2025 is perceived as an existential threat to US ...
CPD: The cost of care - part 3 – the cost of heart and arteryIn analysing common methodologies used across the life insurance advice ...
CPD: The resilience of dividends in volatile marketsWith interest rates around the world hovering around historical lows, ...
0 comments