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IMAP
Financial planning
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
The makeup of staff in advisories will need to radically change as more affordable cloud-based computing speeds up the advice generation process, according to Finura Grou...
Financial planning
Open data ecosystems designed by tech giants will drive down the time taken to produce advice, and the most important decision an advisory can take is choosing to adapt w...
Financial planning
The options in the market for managed accounts are helping provide accessible options for advisers who need to achieve scale, according to abrdn....
Funds management
Having just surpassed $100 billion in funds under management, the industry could hit the $200 billion milestone in three years, according to IMAP....
Editorial
The widespread general criticism of the Financial Adviser Standards and Ethics Authority’s latest efforts around code of conduct guidance should be the catalyst for the G...
Financial planning
The Financial Adviser Standards and Ethics Authority has been accused of simply complicating matters rather than bringing greater clarity to its financial adviser code of...
Financial planning
Clarity around Standard 3 of the financial adviser code of ethics is vital and the Financial Adviser Standards and Ethics Authority needs to stop playing ‘semantic games’...
Financial planning
Managed accounts’ funds under management only experienced a modest increase of $0.42 billion to $79.91 billion at the end of June, according to data....
Financial planning
Yet another organisation has joined the chorus of voices calling for change to the Financial Adviser Standards and Ethics Authority code of ethics, particularly Standard ...
Features
While managed accounts have been steadily growing in Australia, there are still a number of advisers who have doubts when it comes to outsourcing their investment process...
Funds management
Managed accounts, and particularly separately managed accounts, grew strongly in the second half of last year, according to the latest IMAP/Milliman managed accounts cens...
Financial planning
All participants in the financial services industry should bear the burden of funding a compensation scheme of last resort but any levy should be capped at 0.5% of revenu...
Expert Analysis
While the benefits of managed accounts for clients are well-documented, there are also numerous benefits that they bring to businesses, writes Xplore Wealth’s Anne Hamieh...
Features
Laura Dew explores how the managed account space could change in the future as the industry awaits the conclusion of an ASIC review of the sector....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...