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AUTHOR | No. of articles: 561

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‘Fair and reasonable’: Why product providers should be on the hook...

21 August 2024 • Hits: 929
According to a licensee boss, product providers should be contributing to the Compensation Scheme of Last Resort to acco...Read More

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What strategies are advisers using to combat inflation and market vola...

21 August 2024 • Hits: 425
According to new research, advisers are “optimistic” that active management can deliver outperformance despite risin...Read More

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‘Doing it themselves’: How advice firms are bridging the advice ga...

21 August 2024 • Hits: 710
Advice businesses need to embrace technology to service clients for whom their services are currently unavailable due to...Read More

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Why are high-value estate plans more likely to be successfully contest...

21 August 2024 • Hits: 520
Complex family dynamics are making it more difficult for advisers to create estate plans that will go uncontested, accor...Read More

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Top 3 concerns about DBFO tranche 2 reforms

20 August 2024 • Hits: 974
Limited advice, a new class of advisers, and maintaining regulatory “guardrails” are among the chief concerns regard...Read More

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How AMP’s exit will impact the ‘evolving’ licensee landscape

16 August 2024 • Hits: 804
According to Entireti’s CEO, the exit of AMP from advice signals a new phase for the advice profession’s licensee la...Read More

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Adviser numbers stabilise, only 1% drop in Q2 2024

16 August 2024 • Hits: 640
After five turbulent years following the royal commission in 2019, the latest Adviser Ratings report reveals signs of re...Read More

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Delivering ‘superior outcomes’ through data

16 August 2024 • Hits: 393
According to a fintech CEO, data has the potential to “transform” advice firms and licensees but is currently being ...Read More

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Why this accountant of 20 years is moving into advice

19 August 2024 • Hits: 775
After working with a financial adviser, an accountant of two decades is taking on a new career in the advice profession....Read More

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