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NEIL MACDONALD
Financial planning
After surviving significant evolutions of the Australian financial advice industry, The Advisers Association is now celebrating a century of advocating for advisers....
Financial planning
The decision by AMP to pay $100 million in settlement to members of the Buyer of Last Resort class action has been welcomed as providing closure, but one adviser told Mon...
Financial planning
The Advisers Association has expressed disappointment at AMP’s decision to appeal the BOLR verdict while AMP’s Matt Lawler says he hopes mediation will reach “an outcome ...
Financial planning
The changes brought in to adjust the BOLR policy were ‘simple’ and did not require extended consultation beyond a few days, according to a senior AMPFP executive....
Financial planning
The Advisers Association has urged for a higher education bar to be set for non-relevant financial advice providers....
Financial planning
The Advisers Association says it is “extremely unfair” that well-qualified, experienced, professional advisers have to go through more hoops than finfluencers to provide ...
Financial planning
The Advisers Association says the Australian Law Reform Commission needs to “tread carefully” with simplifying the Corporations Act and continue to conduct wide-ranging c...
Financial planning
There is too much emphasis placed on financial products which does not adequately reflect the role of a financial adviser, according to The Advisers Association. ...
Expert Analysis
There is a huge, almost invisible, demand for personal financial advice but advisers will only be able to meet this if they are willing to collaborate rather than compete...
Financial planning
Simplifying advice costs and tackling the difference between ‘advice’ and ‘general information’ are steps that will be a “giant leap forward” for the advice industry, acc...
Financial planning
The ‘big end of town’ which caused the regulatory burden should be forced to pay their share of levy costs, according to The Advisers Association, even if they have left ...
Expert Analysis
As numerous studies and roundtables have failed to find a successful financial advice model, collaboration between stakeholders could be the solution, writes Neil Macdona...
People & Products
Neil Macdonald has been appointed to the newly-created role as head of the asset managers segment in Asia Pacific for State Street Corporation....
Financial planning
The Advisers Association is calling for the big banks who have exited wealth management to be charged a per-adviser exit tax to help defray the costs of the ASIC levy....
Financial planning
The word ‘advice’ should be extracted from intrafund, general, and robo because they are really just providing information....
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MARKET INSIGHTS
Podcast
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...