ADVICE

Financial planning

The affordability of advice issue can be solved through technology and MoneyGPS believes its tech can bridge the unmet advice gap for Australians who cannot afford compre...

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Financial planning

The advice industry is “antiquated” in how it functions and direct investors who cannot access advice are an “accident potentially waiting to happen”, according to a pane...

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Financial planning

The Profession of Independent Financial Advisers says it is in the late stages of getting approval to be an “officially-recognised” professional standards body by the Pro...

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Financial planning

Digital hybrid advice is an answer for Australians excluded from advice due to high costs and for those who do not have ‘complex advice needs’....

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Financial planning

Already making up a fraction of complaints, complaints about advisers have fallen 33% in the 2021/22 financial year so far, according to the Australian Financial Complain...

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Financial planning

Advice industry associations have replied to an expert’s calls for research into whether regulatory change in the advice industry has influenced suicide rates....

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Financial planning

The transition phase to retirement has been identified as the stage of life when financial planners add most value to a client, according to research....

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Financial planning

Research conducted during the first wave of the COVID-19 pandemic has found advisers played a crucial role in crisis intervention, according to Griffith Business School....

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Financial planning

Financial advisers need to incorporate drivers of satisfaction into the advice process and portfolio construction decisions, according to a study....

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Financial planning

One of the most important ways to measure the success of the advice is the number of clients who have acted on advice given, according to Industry Fund Services....

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Expert Analysis

Financial advisers want to help their clients’ wellbeing and achieve their dreams but are struggling how to document their achievements, writes Santiago Burridge....

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Financial planning

Including one day a year pro bono work as continuing professional development could help to reduce the advice gap and boost the advice industry’s reputation within the co...

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Financial planning

Advisers need to step up and deliver financial advice in the same way that consumers are interacting with their finances....

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Financial planning

Greater regulatory clarity is needed to ensure superannuation funds can fill the gap between comprehensive advice which should sit outside of super funds in most instance...

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Financial planning

Financial advisers have an opportunity to create value by taking more responsibility in the investing process and lowering costs at the same time, according to Financial ...

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MARKET INSIGHTS

Interesting. Would be good to know the details of the StrategyOne deal....

4 days ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 2 days ago

increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...

4 weeks 1 day ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 3 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

2 days 22 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

2 days 1 hour ago