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AUTHOR | No. of articles: 578

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How tech can help the intergenerational wealth transfer

29 July 2024 • Hits: 396
Advisers need to utilise client portals to ease the intergenerational wealth transfer and provide additional security fo...Read More

News

‘Focus on what we can do’: Making changes on the individual level

30 July 2024 • Hits: 695
Advisers need to focus on changes they can make within their own practices as they begin the long wait for the next roun...Read More

News

Adviser revenue could increase $2.1bn by 2030: Report

26 July 2024 • Hits: 479
The advice profession could see its revenue increase considerably in the coming years as they increase their client capa...Read More

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Australians severely undervalue the cost of financial advice

26 July 2024 • Hits: 627
Research reveals that prospective clients undervalue the cost of advice by as much as 80 per cent. ...Read More

News

‘Million-dollar question’: How to attract young talent to advice?

26 July 2024 • Hits: 836
The lack of visibility and consistent regulatory instability are stopping prospective talent from entering the advice in...Read More

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Ex-ASIC commissioner says advice has gone ‘back to the future’

25 July 2024 • Hits: 828
With the exit of banks and the increase of independent financial advisers, an ex-commissioner of ASIC argues that the pr...Read More

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Alternatives remain prominent in new product registrations

25 July 2024 • Hits: 418
Alternative products have remained the most popular type of managed investment product registered for the third consecut...Read More

Risk

Navigating the complexities of obtaining insurance within an SMSF

24 July 2024 • Hits: 418
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: 501
A new quarterly report by Adviser Ratings reveals the advice profession remains relatively stable despite the continued ...Read More

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