Relative Return Unplugged: How will sticky inflation impact rates?

Podcast/Relative-Return/

In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford are joined by special

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A New Chapter in Defence – Focus on Protection, Not Aggression

Premium-Content/

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ASIC details financial advice breach reports in FY24

ASIC/breach-reporting/financial-advice/AFSL/licensee/compliance/

ASIC has shared the percentage of breach reports related to financial advice in FY24, noting increased reporting by smaller AFSLs.

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‘No blanket rule’ in assessing large-scale advice complaints

AFCA/Dixon-Advisory/Dixon/complaints/

With less than 5 per cent of Dixon Advisory complaints closed, AFCA has detailed how it is dealing with systemic issues, known as batch matters, through a consistent yet case-by-case approach.

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Sequoia makes ‘increased focus’ on growing salaried advisers

Sequoia/Garry-Crole/financial-advice/licensee/

Advice licensee Sequoia has shared an update on the streamlining of its operations, with investment in salaried advisers identified as an increased focus.

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What makes a top advice leader?

Adviser-Ratings/financial-advice/profitability/advice-business/

For financial advisers and business owners seeking to run a top advice firm, Adviser Ratings has shared the characteristics of these leaders from top firms focusing on “scale, specialisation and sophistication”.

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Govt underestimating the importance of ‘adviser’ name: FAAA

Stephen-Jones/Sarah-Abood/financial-advisers/quality-of-advice-review/

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 with the idea and its naming.

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Tailoring advice for different generations

CFS/colonial-first-state/financial-advisers/client-relationships/

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

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Bravura flags digital advice as potential revenue opportunity

Bravura/financial-planning-software/advice-technology/digital-advice/

Financial planning software provider Bravura is focused on a “back to business” strategy to enhance revenue growth which will include the potential opportunity available in digital advice.

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How many Dixon complaints has AFCA processed?

Dixon-Advisory/Dixon/AFCA/

AFCA has revealed to Money Management the number of Dixon Advisory complaints it has closed so far out of the more than 2,700 total complaints received.

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