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AUTHOR | No. of articles: 558

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Industry expert calls out Australia’s unsophisticated pricing for ad...

22 April 2024 • Hits: 408
Clients are being widely undercharged for advice due to Australia’s unsophisticated pricing methodologies, according t...Read More

News

How this adviser found his niche in advising healthcare professionals ...

22 April 2024 • Hits: 440
This adviser discovered his niche due to a gap he identified in the market’s emphasis on higher-earning medical ...Read More

News

Managed fund registrations lead product growth in March quarter

19 April 2024 • Hits: 415
The number of unlisted financial product terminations is down significantly this year to date, according to APIR Systems...Read More

Risk

QAR ‘tailwinds’ could lead to a return of advice

18 April 2024 • Hits: 574
The adviser “exodus” could be over on the back of the government’s QAR response, according to ClearView. ...Read More

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‘Australians yearn for financial advice’: Looking beyond the QAR

19 April 2024 • Hits: 1183
As Quality of Advice Review legislation begins to roll out, advisers can start to focus on addressing issues within the ...Read More

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‘Canberra bureaucrats’ should leave advisers alone: AIOFP

17 April 2024 • Hits: 747
The AIOFP says the advice profession should be able to self-regulate with minimal interference from “Canberra bureaucr...Read More

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How advice firms can use tech to create efficiencies

17 April 2024 • Hits: 650
As the demand for financial advice continues to rise while adviser numbers drop, advice firms are turning to technology ...Read More

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InvestSMART aims to ‘empower advisers’ with platform partnership

16 April 2024 • Hits: 470
Two investment service providers have partnered to launch three investment portfolios under a new white label. Read More

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New entrants lack soft skills and practical experience

16 April 2024 • Hits: 586
Research has highlighted a disconnect between what clients want from their advisers and what new entrants have when star...Read More

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