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Transactional advice enables financial planners to meet consumers where they're at
The wealth management arm of Bell Direct believes the principles-based regulatory system proposed in the advice review will not only facilitate the...
'Context is everything': What ChatGPT can do for advice, and what it really can't
AI language generators like ChatGPT pose about as much threat to advice as robo does, which is to say not much. But much like robo, ChatGPT and its...
The grassroots Spatium journey from startup SMA to thriving managed fund
Eschewing the traditional route, Spatium Capital founders Nicholas Quinn and Jesse Moors grew their short-holding, long-only small companies managed fund from...
Market neutral is for all seasons, not just volatile periods: Yarra
Market neutral strategies should not only used as lever for investors that want an on-call safety valve for volatility, but retained as a strategic holding to...
'Somewhat bemused': Advice review lead, industry push for the adoption of proposals
Michelle Levy said she was 'puzzled' by the government's decision to conduct a consultation on the proposals handed down in the advice review, while industry...
FPA and AFA members vote an overwhelming 'yes' to merger proposal
After years of declining membership bases and growing frustration with disparate representation, 96.5 per cent of AFA members and 96.7 per cent of FPA members...
Downsizer, NALE rule changes top shifting regulatory backdrop for SMSFs
Peter Burgess told the SMSF Association's National Conference the industry group has pushed for some of the developments, while it continues to oppose others,...
'Not a honeypot': ATO flags increase in illegal early access to super via SMSFs
The success and popularity of SMSFs has also given several hundred thousand people direct access to their retirement savings. More concerning, the ATO...
SMSF sector poised for growth as millennials, Gen X opt for 'the Spotify of superannuation'
Despite a growth hiccup in 2022 the SMSF sector is trending in the right direction, with more younger people opting for choice in the way they manage their...
The most common illiquidity, risk and volatility fallacies investors face
Lending specialist Daniel Zwirn spoke candidly about investor "credit myths", and the misunderstandings that hold people back in the selection and movement of...
SMSF investors flock to longer term deposits, but Aussie equities still reign
The shift to healthy longer term deposits has begun, and while Australian equities still dominate SMSF portfolios the way they access them is changing.
New best interests duty to cover broader swathe of advice service providers
In Levy's new world, conflicts and vertical integration are likely to be accommodated by a new statutory best interests duty with a broader scope and a lower,...
HMC Capital leans into community connection
In its latest sustainability report HMC details the kind of comprehensive ESG strategy typical of a fund manager that appreciates the value of corporate...
Safe harbour steps to go as Levy sticks (mostly) to the advice reform script
Levy made no major deviations in her final suite of proposals, with Treasury left to mull on a blueprint for reform that should usher in a less prescriptive,...
'Best entry point in asset class history' for SSLs: Invesco
Senior secured loans make an attractive proposition in an inflationary environment, says Invesco's Ashley O'Connor, especially when returns are stable and...
Ex-heads of advice associations line up to plump for merger
The old guard of advice representation has implored the combined membership groups of the AFA and FPA to vote 'yes' in the upcoming merger vote.