Financial Simplicity

Expert Analysis

To thrive in today’s advice world, a new role of ‘investment proposition owner’ can look beyond investment returns and demonstrate value to a client, writes Stuart Holdsw...

Financial planning

Govt should educate consumers on finfluencer risks

While guidance for advisers is welcome, the onus is also on the Government to educate consumers on how much weight they should give finfluencers versus licensed professio...

Features

InFocus: Cracking down on finfluencers

The guidance from the regulator on social media influencers has been welcomed but help is also needed to ensure consumers understand the risks of their content, writes La...

Financial planning

Consumer wealth management platforms on the horizon

The wealth management industry is headed toward a consumer-focused business model and the trend will only be accelerated by disruptive technology giants....

Financial planning

DLT and CDR shifting investment data ownership

The combination of the consumer data right legislation and distributed ledger technology will give consumers the ability to control their wealth management data, taking p...

Features

Robo 2.0: Threat or opportunity?

Advisers would be wise to understand online investing services given they are democratising investment and removing barriers to entry, Laura Dew finds....

Financial planning

Advisers have ‘box seat’ to add value

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 ...

Features

InFocus: Is TikTok advice any better than ‘the man down the pub’?

While finfluencers are on the rise and targeting younger investors, this presents an opportunity for advisers to help investors separate the information from the noise, w...