financial advisers

Financial planning

Advice opportunity as billionaires rise in Australia

There has been a 16.3 per cent rise in the wealth of Australian billionaires this year to over $200 billion, UBS finds, as Australian advisers shift their offerings to me...

Financial planning

Sequoia looks to organically grow licensee market share

Sequoia has shared its strategic initiatives for FY25, including organically increasing its licensee market share and restructuring its specialist investment arm....

Financial planning

‘One Jenga piece away from collapse’: Fragile data systems hindering advice

Inefficient data processes and systems mean advisers are spending over half of their time on product implementation and administration at the expense of clients, accordin...

Financial planning

Ambitious HNW advisers sharpen focus on alternatives

High-net-worth advisers seeking to grow their businesses are likely to find alternatives to be a key part of the puzzle amid investor demand, according to Praemium’s head...

Financial planning

AMP adviser numbers fall while industry rises

The financial advice sector has benefited from a net rise of 11 advisers this week, according to Wealth Data, while AMP Group reports losses as several advisers open thei...

Financial planning

Are advisers missing out on managed accounts’ full potential?

Almost half of financial advice firms are still holding back from using managed accounts in their practice, Netwealth uncovers, despite the efficiency benefits they can o...

Expert Analysis

Why do some advisers see more referrals than others?

Referral arrangements with other professional advisers, known as Centres of Influence, can help financial advisers to build client relationships, engagement and trust ove...

Financial planning

Govt underestimating the importance of ‘adviser’ name: FAAA

As Stephen Jones cites the new class of qualified advisers as a way to reduce legislative complexity in advice, the FAAA’s Sarah Abood says its members still have qualms ...

Financial planning

Tailoring advice for different generations

CFS has shared key strategies for advisers to use for their varying different demographics with a focus on building relationships rather than transactions....

Financial planning

The 5 questions sitting front of mind for advised clients

Natixis Investment Managers has highlighted the top five questions that Australian financial advisers are hearing from their clients amid increasing economic uncertainty ...

Financial planning

‘Mere disclosure is not enough’: Avoiding conflicts of interest breaches

AFCA has urged financial advice firms that when recommending a product to clients where it receives any benefits, advisers must go beyond merely disclosing conflicts of i...

Financial planning

Retaining client assets in the face of wealth transfer

Nearly half of financial advisers worldwide view the intergenerational wealth transfer as an existential threat, Natixis Investment Managers finds, as one-third say they ...

Financial planning

Praemium reports strong Q3 inflows as adviser outflows ease

In the firm’s financial results for the three months to 30 September, the platform reported quarterly inflows of $139 million as adviser outflows lessened. ...

Financial planning

Two’s company: Finding your 2IC when scaling up

Having a trusted second-in-command to handle daily operations is critical for financial advice leaders who are seeking greater work/life balance, according to an advisory...