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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
Blood, booms and ‘barefoot millionaires’: The Anthony Menico story

You can’t judge a book by its cover in the far north of Australia, says adviser Anthony Menico. Sometimes it’s the most unassuming clients that have the most complex financial advice needs.

James Dunn | 20th Nov 2023 | More
  • Advice reform stalls as Jones dithers on SOA, safe harbour changes

    Even with a lightened agenda, the government failed to finish its homework and instead delivered only a portion of the first tranche of advice reforms. It’s a poor return, and at this rate the advice review could be a ten-year project.

    Tahn Sharpe | 16th Nov 2023 | More
    Shareholder groups ASA and AIA merge to create ‘powerful entity’

    The Australian Shareholders’ Association and the Australian Investors Association have agreed to amalgamate in the new year, seeking to grow their membership and influence as a unified leader in advocacy and education.

    Lisa Uhlman | 9th Nov 2023 | More
  • CFS bulks up managed account offerings on new Edge platform

    The CFS team is ramping up the suite of model portfolio offerings on its next generation investment platform, while adding new functionality to streamline the adviser experience.

    Staff Writer | 23rd Oct 2023 | More
    Foresters launches Education Bond on Tanggram, targets younger cohort

    Foresters is combining its 150 year history with one of the newest investment platforms on the market to reach a whole new audience for its Education Bond offering.

    Staff Writer | 19th Oct 2023 | More
    No slowing down for the Indiana Jones of Emerging Markets

    The emerging markets pioneer turned a $100 million fund into a $60 billion behemoth over 30 years. And even now, well past 80, Mark Mobius still spends 250 days of the year on the road researching companies.

    James Dunn | 12th Oct 2023 | More
    The deceased-estate detective with a nose for lost shares

    Handling emotionally charged phone calls as a Lifeline counsellor taught Jon Moses the patience required to conduct forensic searches for lost shares and dividends belonging to deceased estates.

    James Dunn | 5th Oct 2023 | More
    Complii seals MIntegrity takeover to broaden services offering

    The compliance software provider has acquired consultancy provider MIntegrity in a move Complii chairman Craig Mason hopes will “open the door” to further business opportunities.

    Staff Writer | 25th Sep 2023 | More
  • Paul Nicol came for the advice, stuck around for the career

    A visit to an adviser at a young age gave Paul Nicol pause for thought. Instead of just investing with the help of a financial planner, why not put in the hard work and become one?

    Staff Writer | 14th Sep 2023 | More
    Education bonds an investment in a smarter future: Foresters

    With the right application, education bonds can provide a long term savings plan for a child or grandchild’s education that is both flexible and tax-savvy.

    Staff Writer | 14th Sep 2023 | More
    Belgium overtakes Australia to top median-wealth rankings

    Much of the 2.4 per cent decline in global wealth in 2022 – the second-biggest this century – stemmed from US dollar appreciation, but even controlling for exchange rates it was the slowest wealth increase since the GFC, UBS and Credit Suisse said in a new report. And for the first time, Australia did not record the highest median wealth in the developed world.

    Tahn Sharpe | 7th Sep 2023 | More