Clients favour modular adviceBY BEN COLLINS | TUESDAY, 4 DEC 2012 10:30AMMost clients don't want a long, face-to-face interview with their financial planner and business models should change to better meet their needs, research shows. |
Editor's Choice
Greens, Labor agree on LRBA ban on SMSFs
|The Australian government is backing the Greens' policy to put a stop on SMSFs from purchasing residential properties with any capital assistance, arguing the sector is currently gating nearly two million properties from first homebuyers.
Pendal shutters Global Select Fund
|Only five years after it debuted, Pendal has terminated its Global Select Fund, an actively managed international equity strategy.
First Sentier adds to C-suite, hires from Rabobank
|First Sentier Group has appointed a former Rabobank executive as chief people officer.
IFM builds Atlas Arteria stake to majority
|IFM Investors has been slowly creeping control over Atlas Arteria through on-market stock purchases, finally crossing the 50% ownership mark.
Products
Expert Feed
When geopolitics becomes a portfolio risk
Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.
Does association membership still matter?
With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...
Digital assets and where they stand in 2026
So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story.
Rethinking default design in a changing market environment
The evolution underway in the US DC system highlights the value of periodically reassessing default design assumptions.
Featured Profile
Brian Redican
CHIEF ECONOMIST
NEW SOUTH WALES TREASURY CORPORATION
NEW SOUTH WALES TREASURY CORPORATION
What makes an economist an economist? TCorp chief economist Brian Redican reflects on over three decades of navigating Australia's economic cycles. Riddhima Talwani writes.
This is old news. Fund members have had this service for over 5 years, good to see the financial planning industry finally waking up.