Tag Archives | future of financial advice

In defence of asset-linked fees

The Future of Financial Advice reforms have substantially addressed poor practices in the industry, and there’s strong justification for different ways to charge fees for financial advice.

Not all lifecycle funds are created equal

There are important features which distinguish the different lifecycle offerings and they can have a significant impact on member outcomes. Rating agencies will need to adapt their processes versus normal balanced funds.

FOFA and ASIC’s five red flags

ASIC will be conducting both proactive and reactive surveillance activities, looking for licensees who fail to address FOFA issues. In particular, there are five ‘red flags’ relating to advice practices which ASIC has identified.

Sequencing risk and ways to manage it

Sequencing risk is the risk of experiencing poor investment performance at the wrong time, typically when the portfolio balance is at its greatest. Here are some hints to recognise and manage it.

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