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AUTHOR | No. of articles: 578

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Advisers need to prepare for wealth transfer now: AUSIEX

21 May 2024 • Hits: 611
Financial advisers need to engage clients to prepare for the intergenerational wealth transfer that will see an estimate...Read More

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Centrepoint spruiks ‘market leading’ adviser recruitment

16 May 2024 • Hits: 437
Centrepoint Alliance says it is leading the market in adviser recruitment as other top licensees continue to see losses....Read More

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‘Richer than you could ever imagine’: The value of advising young ...

16 May 2024 • Hits: 431
Working with younger clients is easier and has a greater long-term impact, but the high cost of access makes it unattain...Read More

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Advisers moving to self-licensing for flexibility and autonomy

16 May 2024 • Hits: 562
More advice practices are moving away from large dealer groups, instead opting for self-licensing, in search of greater ...Read More

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BT managed accounts crack $16bn

14 May 2024 • Hits: 636
On the back of growing demand for managed accounts among financial advisers, the platform provider says it has reached $...Read More

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There is no ‘holy grail’ tech solution

13 May 2024 • Hits: 460
A financial services technology consultant says that the “unicorn of tech” doesn’t exist and that advice firms nee...Read More

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Legislative change not necessary to improve SOAs

13 May 2024 • Hits: 924
Advisers would be less concerned with pushing for reduced regulations dictating statements of advice (SOAs) if the proce...Read More

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Giving super trustees SOAs risks client privacy: FAAA

10 May 2024 • Hits: 819
The FAAA says giving super fund trustees access to a client’s statement of advice poses a serious privacy risk and an ...Read More

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Cost of RITC changes ‘flying under the radar’: AIOFP

09 May 2024 • Hits: 851
The AIOFP says advisers need to urge their clients to put pressure on the government regarding the continuously increasi...Read More

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