Why advice needs a root-and-branch review of the ASIC levy

Last year’s freeze of the graduated ASIC levy came as a welcome reprieve for many advice businesses – both because of the substantial cost reduction and the apparent acknowledgement from Government that things were getting out of control. The freeze was announced just a few months after the regulator released its indicative levy figures for 2021 ($1,500 per licensee and $3,138 per AR) which represented a 34% increase over the

Finding returns in the new investor reality

This Secrets of the Money Masters CPD course will give you insights into how search satisficing bias can affect client behaviour (and how to manage it), managing financial disagreements between couples and
the mindset changes needed for clients to achieve their retirement goals in the new economic environment.

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Future Talk Part 1

In this CPD course, watch candid conversations Bryce Doherty, CEO at UBS Asset Management has with Senator Andrew Bragg, and Sally Loane at the FSC on the future of the financial services industry.

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