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AUTHOR | No. of articles: 562

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Risk

Navigating the complexities of obtaining insurance within an SMSF

24 July 2024 • Hits: 408
An industry specialist is reminding risk advisers to be cautious when considering holding insurance inside an SMSF for a...Read More

News

Advice industry remains stable: Report

24 July 2024 • Hits: 468
A new quarterly report by Adviser Ratings reveals the advice profession remains relatively stable despite the continued ...Read More

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Netwealth launches series of major platform updates

24 July 2024 • Hits: 548
Netwealth has announced improvements to its adviser platform, introducing enhancements to its user interface, investment...Read More

News

‘Individual accountability’: Fundamental differences between the U...

24 July 2024 • Hits: 671
While the Dixon Advisory collapse continues to cause issues for the Australian advice profession with the CSLR, the UK i...Read More

News

Advisers value ‘less tangible’ traits of platform providers

23 July 2024 • Hits: 365
A report reveals that advisers value security, trust and quality service from their platform providers above all else. ...Read More

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Using generative AI to enhance your advice process

22 July 2024 • Hits: 387
Advisers should be looking to employ generative AI technology into their practices while remaining vigilant of the secur...Read More

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Ditch the ‘qualified advisers’ and follow the UK’s example

22 July 2024 • Hits: 784
With the second tranche of the Delivering Better Financial Outcomes bill set to introduce a new class of adviser, an adv...Read More

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Improving efficiency through ‘semi-automated robo-advice’

19 July 2024 • Hits: 490
As the advice profession continues to expand its use of technology, robo-advice could be the next step to delivering aff...Read More

News

‘Too hard’: Shifting focus from adviser recruitment to support sta...

19 July 2024 • Hits: 605
The advice profession should focus on improving practice efficiency rather than trying to attract new advisers to help b...Read More

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