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Home / Author: Claire Wivell Plater

Claire Wivell Plater

Westpac case and the digital fix for SOA mess

Recent legal cases involving Westpac and BT put to rest any view that 'caveat emptor' (buyer beware) applies to 'no' and 'general' advice service models, even though those models do not attract a best interests duty.

ASIC is not soft: who's next in line for scrutiny?

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.

Regtech evolution as compliance drives us crazy

One estimate puts the cost of compliance with regulations at $95 billion p.a. plus self-imposed red tape at an additional $160 billion. New developments in 'regtech' offer hope that this tsunami can turn into a gentler wave.

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Economy

Get set for a bumpy 2026

At this time last year, I forecast that 2025 would likely be a positive year given strong economic prospects and disinflation. The outlook for this year is less clear cut and here is what investors should do.

Investment strategies

History says US market outperformance versus Australia will turn

Much has been made of how US markets, especially the NASDAQ, have significantly outperformed the ASX over the past two decades. History suggests the pendulum will swing back once again in Australia's favour.

Investment strategies

Announcing the X-Factor for 2025

What is the X-Factor - the largely unexpected influence that wasn’t thought about when the year began but came from left field to have powerful effects on investment returns - for 2025? It's time to select the winner.

Economy

The illusion of progress

What is progress? Is it GDP growth? Increasing wealth? New and improving technology? This argues that our measure of progress has become warped, and we're heading backwards rather than forwards.

Strategy

Our favourite summer reads

Summer is a great time to catch up on a good book. Here is a list of books on leadership, investing, and well-being for those looking to learn, reflect, and gain inspiration over the holiday season.

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