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AUTHOR | No. of articles: 578

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Netwealth launches series of major platform updates

24 July 2024 • Hits: 593
Netwealth has announced improvements to its adviser platform, introducing enhancements to its user interface, investment...Read More

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

24 July 2024 • Hits: 717
While the Dixon Advisory collapse continues to cause issues for the Australian advice profession with the CSLR, the UK i...Read More

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Advisers value ‘less tangible’ traits of platform providers

23 July 2024 • Hits: 380
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: 415
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: 842
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: 543
As the advice profession continues to expand its use of technology, robo-advice could be the next step to delivering aff...Read More

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

19 July 2024 • Hits: 670
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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What does an optimal advice practice look like in 2024?

19 July 2024 • Hits: 714
According to a recent report by Adviser Ratings, an optimal advice practice’s profit margin exceeds 40 per cent but th...Read More

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‘Its legacy remains’: How FASEA continues to hinder the profession

18 July 2024 • Hits: 1090
Despite being disbanded for more than two years now, the Financial Adviser Standards and Ethics Authority framework’s ...Read More

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