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Connecting Investors with Ideas

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    Super fund members should review their estate plans and insurance arrangements in light of the new transfer balance cap rules.

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    The Royal Commission’s attention switched from the big players to a small independent advice firm with only six staff, but it showed the potential for conflicted advice runs deep.

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    The Royal Commission is exposing the product / advice disconnect, and different rules are required for aligned and non-aligned advisers to recognise the conflict in vertical integration. The medical profession is a model.

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    The Royal Commission is asking whether percentage-based fees offer the wrong incentives and why administration is not a flat fee business. Where might this go in wealth management?

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    Many people have changed their minds on whether the Royal Commission was a good idea. What the fact-finding reveals though is an age-old lesson in economics: outcomes gravitate toward incentives.

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    The Royal Commission will change financial advice, focussing more directly on conflicts of interest and client best interests. What can you flush out of your adviser immediately?

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    Bernard Salt’s smashed avocados are now part of our lexicon, even if the way we are using it was not his original meaning. Whatever, lots of expenses such as concert tickets add up significantly with compounding over time.

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    ‘Suitability’ of financial advice is something unlikely to be addressed by the Royal Commission, but its adoption and regulation is crucial to the improvement of the wealth management industry.

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    In traditional economics, utility theory assumed that investors work off probability-weighted outcomes. Prospect theory can better explain actual investor behaviour and is a better tool for designing retirement plans.

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    Going through ASIC’s pronouncements and corporate plans can help gauge whether a business is at risk. Big and small AFS licensees such as non-bank planners, accountants, and life advisers will be increasingly scrutinised soon.

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    Retirees should discuss goals and plans with their adult children, including wills, finances, consequences of incapacitation and current plans. Includes a suggested ‘Goals and Plans’ document to kick off the conversation.

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    There’s a fundamental difference between banking and wealth management: bankers have no fiduciary obligation to their clients. It’s difficult for bankers to own fund managers and financial advice and fully accept the difference.

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    Carers may have a legitimate claim to an estate even if the deceased suffered from dementia when making a subsequent will. The Court seeks to establish whether testamentary capacity was disabled.

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    More advisers want control over their businesses for the benefit of themselves and their clients rather than operating under institutional guidelines, and software providers are facilitating the change.

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    Several factors contribute to the growth in managed accounts, which are like ‘implemented advice’ for investors. Despite the fallout from the Royal Commission, these factors are largely unaffected so growth should continue.

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    Preferences revealed by actual investing behaviour are often different to preferences stated in surveys. Financial planners and super funds should use newer analyses that helps understand the discrepancies.

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    Increasing longevity poses many challenges, including staying financially secure over a long retirement period. Retirees and governments must stay on top of healthcare costs.

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    Cuffelinks has published 15 articles related to Labor’s proposed franking policy. In this compendium, each article is summarised and linked to, plus a ‘sample letter’ to his local member from an aggrieved retiree.

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    In the week that marks 30 years since Chris Cuffe joined what became Colonial First State, a former colleague reflects on what makes a business successful, and what may have been lost from those early days.

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    Mental Health Commissioner, Lucy Brogden calls on financial industry professionals to better address their clients’ needs for advice that supports both financial and mental health.

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