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Full circle tree-change brings Mark Folpp’s adviser journey back home

It was a long and winding road that took Mark Folpp from accounting to broking, funds management and ultimately financial advice. He still gets to channel his “inner fund manager”, but the context is a whole lot different this time.

James Dunn | 18th Mar 2024 | More
Foresters becomes first B Corp certified investment bond provider in Australia

For investors thinking holistically about future wealth, adding B Corp accreditation to the provision of investment and education bonds makes a compelling offer.

Staff Writer | 7th Mar 2024 | More
  • David Leon: Leading the boutique, independent advice brigade

    After witnessing the evolution of the US advice market, David Leon knew his Australian clients would want product and advice to be separate. It’s why the Adelaide adviser was so surprised the Hayne Royal Commission took so long to come about.

    Nicholas Way | 19th Feb 2024 | More
    Online investment dives as novice investors shy away from platforms

    The continuing decline in online investment can be traced back to a few developments, but it must also sit alongside a reminder that usage peaked dramatically in the pandemic.

    Staff Writer | 8th Feb 2024 | More
  • Policymakers urged to simplify ‘unnecessarily complex’ SMSF system

    Transfer Balance Caps, Super Balance Thresholds and the rules overseeing the notice of intent to claim a tax deduction are all overly complex and could do with immediate simplification, according to SMSF Association CEO Peter Burgess.

    Staff Writer | 5th Feb 2024 | More
    The OG investment researcher: Rob da Silva on gorillas, conflicts and what advisers really want

    Rob da Silva didn’t plan a career in research, but a confluence of events led to an early career switch away from pure funds management. The research sector has its challenges, which the now-veteran researcher calls “frustrating”, but it also holds real pockets of opportunity for new players to add value for advisers.

    Tahn Sharpe | 31st Jan 2024 | More
    ‘We stick absolutely to our knitting’: Simon Growden’s journey with Shadforth Financial Group

    Over his 28 years as an adviser, Growden has learned a lot about investing: his mantra now is “stick to what you know”. His best investment, he says, was buying equity in what became Shadforth 25 years ago, while his worst came from moving outside rule number one.

    James Dunn | 29th Jan 2024 | More
    A link to the next generation of advisers: Steve Sloane

    The decision to build an academy for advisers wasn’t taken lightly, says Link Wealth founder Steve Sloane. But the strategy is paying dividends, with some of the best young advice talent in the country coming through its ranks.

    Nicholas Way | 18th Dec 2023 | More
    CFS and The Inside Network align for adviser-focused insiders community

    Commenting on its multi-year partnership with The Inside Network, CFS distribution lead Bryce Quirk called the insiders community an “ideal vehicle” to deliver its core values, which hinge on servicing financial advisers and their clients.

    Staff Writer | 12th Dec 2023 | More
  • Instos to re-enter advice, SOAs scrapped in landmark reform package

    The government will now follow through on Levy’s proposal to bring licensed financial institutions back into the advice fold, while also agreeing to “modernise” the Safe Harbour Steps and swap SOAs with “advice records”.

    Tahn Sharpe | 7th Dec 2023 | More
    Morningstar invested in nuclear weapons components against ESG claims: ASIC

    The five holdings were only for about two weeks each, and then divested as soon as Morningstar became aware of them. But ASIC takes a seriously dim view of ESG claims that don’t match reality these days.

    Tahn Sharpe | 1st Dec 2023 | More
    Code of Ethics important, but it won’t supplant the Safe Harbour Steps

    The government’s position on what to do with the Safe Harbour Steps is no longer clear, but the chances of seeing it supplanted by the existing Code of Ethics are slim according to the FAAA’s policy chief Phil Anderson.

    Tahn Sharpe | 23rd Nov 2023 | More
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