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.
Researcher Forum Digital
7 March, 2021
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 conference provides a mechanism to stay update to date with research related issues and the research community more broadlyDominic McCormickDPM Financial Services
Content, networking with peers, gaining new ideas and perspectivesMichael Rees-EvansEFS Strategic
Content, relevance and the opportunity to network with peersDamian CilmiPraemium
Hearing views of other researchers and what is happening in their businessesLeanne MiltonAMP Australia
The subject matter and relevance to researchers, as well as the opportunity to network with a diverse group from around the industry and outside the industry.Tim MurphyMorningstar
ASIC and the networking amongst other AFSL ownersMatt HaggartyMaxim Private Clients
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…