Opinion

Do you think it's fair to amend Buyer of Last Resort agreements in line with market conditions?

Do you intend to continue selling life insurance if upfront commissions fall to zero, as suggested by Hayne?

Do you think financial advice should be tax-deductible?

Do you consider in-house managed account offerings to be conflicted remuneration?

It is fair for the Australian Financial Complaints Authority to name and shame subjects of complaint, even if a determination has not yet been reached.

How much should an adviser with less than five years' experience expect to be paid, including super?

The big four exiting financial advice is a positive for the industry.

Are you in favour of individual registration for financial advisers?

Should the provision of SMSF advice be left to specialists, as recommended by the Productivity Commission?

Should leaders of licensee groups be required to meet FASEA's professional and education standards too?

Your Opinion

Are you worried about how you will keep your advice affordable?

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Latest News


Vanguard pilots new robo offering ELIZABETH MCARTHUR \| 11:52AM According to documents filed with the Securities and Exchange Commission, Vanguard is launching a new digital-only financial planning service through Vanguard Advisors.	Licensee faces hefty remediation bill ELIZABETH MCARTHUR Australian financial services license holder ClearView Financial Advice has been hit with a remediation bill for $730,000.

Allianz Retire+ to research retirement transition HARRISON WORLEY Allianz Retire+ is partnering with Macquarie University in a three-year research project to better understand the impact of holistic advice on retiree happiness.	CommSec responds to sale rumours ELIZABETH MCARTHUR CommSec is being coy about rumours Ord Minnett is poised to purchase its advisory unit.

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Cover Story

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From the ground up

SUSANNE DAHN
EXECUTIVE DIRECTOR
PITCHER PARTNERS INVESTMENT SERVICES PTY LTD

In the late 1990s, Sue Dahn marched into a mid-tier accounting practice and did the unthinkable; taking a blank canvas and transforming it into a $5 billion wealth management business. Jamie Williamson writes.

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Expert Feed

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Kate Whiteley Chief Executive Officer Financial Education Professionals	Pat Garrett Chief Executive Officer Six Park	Eugene Ardino Chief Executive Officer Lifespan Financial Planning	Josh Dalton Director Dalton Financial Partners
Hiking the AFSL Trail	Robo awakening in Australia	Government should increase access to advice, not reduce it	No more us versus them
ASIC is scrutinising AFS license applications very closely - one slip and all your hard work is undone; your application is rejected and suddenly you ...	As the co-founder of one of Australia's first robo-advisers, I'd like to illuminate some similarities and differences between the financial landscapes ...	The release of ASIC's Report 627 Financial advice: What consumers really think, highlighted that among Australians who have received professional ...	If we're truly going to serve consumer best interests, industry funds must work with financial advisers. I've started to embrace working with industry ...
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Industry Events

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SEP

25-26

ORM 2019: Investment Operations Risk Management Forum

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OCT

Best Practice Series: Retirement Income Forum

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NOV

27-29

FPA Congress early bird rate ends 31 Aug

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SEP

Challenger Financial Standard Technical Services Forum

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OCT

14-15

NIBA Convention

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