The Professional Planner Researcher Forum is a full-day event designed specifically for senior research professionals.
The forum focused on issues related to the generation and delivery of research and research-related materials to clients. It was conducted under the Chatham House Rules to enable robust and open conversations among all participants.
The disparate methods super funds use to define asset class make things tough for advisers, according to Lonsec’s Veronica Klaus, but the funds themselves aren’t to blame.
The corporate regulator’s investment leader flagged managed account fee complexity and the potential for conflicts therein as a major concern. A report won’t be forthcoming, he said, but “policy and…
Advisers need to make a bigger distinction between risk averse and capital return seeking clients now because low-risk options aren’t giving 3 to 5 per cent returns, a panel has…
Feb
Feb
RACV Healesville Country Club, VIC, Australia
Mar
