financial adviser

Meet Rebecca Pritchard – a financial adviser Investing with Heart

Meet Brad Downes – a financial adviser Investing with Heart

Meet Farren Williams – financial adviser Investing with Heart

The Australian Securities and Investment Commission, regulator of the financial adviser industry, this week released their long-awaited guidance regarding Ongoing Fee Arrangement changes set to come into force on 1 July 2021. In a positive move for advisers struggling under reams of compliance paperwork, the guidance replaced Regulatory Guide 245 and offers a straightforward commentary…

By now every adviser, licensee and paraplanner would be well aware of the impending changes to annual opt-in, consents and ‘lack of independence’ disclosures. Combine these with the impending product design and distribution obligations (DDOs) and varying fee consent requirements from every platform, and a busy year lies ahead for those advisers that remain. Late…

The ETF world has multiplied well beyond expectations. Index-linked ETFs are now a standard-bearer for investment portfolios driven by sticky active fund fees and variable performance. Yet their use versus desired outcome point to ease in choice, rather than a more considered approach. Additionally, advisers are often taking a stab at a regional index to compensate…

Advisers all have financial benefit from promoting investments through an advice fee, or percentage of FUM. This is not a value judgement, simply a statement of how this industry and many others work. No one has come up with an alternative model that can balance all the conflicting requirements. Yet, as we know, there will…

ASX pares losses, defensives in favour again, Nuix downgrades again  The ASX200 (ASX:XJO) trimmed losses to just 0.3% despite falling as low as 1.6% during the session. The selling pressure was driven primarily by the energy and property sectors as concerns about spiking global COVID-19 cases impacted confidence. The recently listed Nuix Ltd (ASX:NXL), a big data and analytics…

The Inside Network’s inaugural ESG Masterclass welcomed leading financial advisers and subject matter experts across the responsible and ESG investment spectrum to discuss the biggest issues facing investors. With delegates encouraged to have input throughout the discussion, the unique format offered an opportunity to gain a ‘temperature check’ on the issues that are most important…

The United States’ re-signing of the Paris Climate Agreement under President Biden, combined with a strengthening commitment on carbon emission targets from China, “sets the stage for a globally coordinated move away from fossil fuels.” That’s the expectation according to Ganesh Suntharam, chief investment officer of Redpoint Investment Management. Putting the ESG trend to the…