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Page 16 - Tahn Sharpe News Today : Breaking News, Live Updates & Top Stories | Vimarsana

ASIC posts long-awaited fee arrangement guide | Professional Planner

ASIC posts long-awaited fee arrangement guide | Professional Planner
professionalplanner.com.au - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from professionalplanner.com.au Daily Mail and Mail on Sunday newspapers.

The quid pro quo morality test for advisers | Professional Planner

HUB24, IOOF ready to fill the technology gap left after WEXIT

The big banks’ collective retreat from wealth management left a giant void in terms of investment in technology and infrastructure. Given tech has been pegged as the saviour of advice, it’s up to platform providers like HUB24 and large groups like IOOF to take up the reigns.

The quiet leadership group behind licensees | Professional Planner

They eschew publicity and don't want to become "another voice" representing advisers, but this group of licensee notables is meeting regularly to not only discuss the challenges before them, but see if they can figure out a few solutions.

Magellan systematizes bucket strategy with FuturePay play

CEO Brett Cairns explained a product design that essentially formalises a basic investment strategy – setting aside a cash reserve "to help support income in fall-back positions". Investors will be blocked from retrieving their contribution to the cash bucket, however.

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