Editor's Choice
ASIC hits back at parliament: 'Simply not realistic'
The financial regulator has hit back at suggestions it isn't doing enough to deal with community complaints.
The risks and opportunities in advice: SIAA
This year's Stockbrokers and Investment Advisers Association (SIAA) Conference will take a deep dive into how major financial advice reforms will impact superannuation funds and how they are preparing to help Australians particularly retirees access advice.
AMP Advice partners with BlackRock and Lonsec
Through the partnership, AMP Advice will introduce a new category of tailored managed portfolio solutions.
Succession planning troubles family offices: J.P. Morgan
Global family offices remain deeply concerned about how to prepare the next generation to inherit a vast fortune as almost 30% do not have a structured approach to help them, a new study from J.P. Morgan reveals.
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Fiona Mann
HEAD OF LISTED EQUITIES AND ESG
BRIGHTER SUPER
BRIGHTER SUPER
Brighter Super head of listed equities and ESG Fiona Mann was shaped by a childhood steeped in military-like discipline and global nomadism. Andrew McKean writes.
Well about time! We have been charging for strategy advice for over ten years to the distaste of the dealer group but I always thought this was what was most important. The product is a means to an end. Without this point of view we would be merely salespeople. Since we want to be recognised as professionals then we should use that professionalism to provide strategy and advice that may not involve product at all. And guess what? Clients will actually pay a review fee for that! We know..we do it! Bring it on I say! When you adopt this attitude, you are clearly operating in the clients best interests as, for instance, their current super fund is probably doing an ok job for them anyway. This will eventually be how financial services operates if we want to be perceived as professional and on a par with accountants in terms of trust.