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One in two advisers now embracing ESG

“Greenwashing” has once again been highlighted as the major challenge for the financial advice industry when it comes to embracing responsible and ethical investment options. This was among the major conclusions from Australian Ethical’s Investment Trends Report on ESG in the financial advice industry. Australian advisers are “embracing responsible investing as an opportunity to enhance…

Drew Meredith | 4th Jul 2022 | More
Not all referrals are created equal

Many studies have shown that the number one-way financial advisers find new clients is by getting referrals from their existing clients, this is true in many other industries as well – it is an age-old way to grow your business.  However, we know that if you want a steady stream of new clients through referrals,…

Jacquelyn Mann | 30th Jun 2022 | More
  • Inflation may fall lower than we all think

    With most economists predicting that inflation will be higher in the coming decade than the past, new analysis from Bain & Company suggests that the normal level of inflation in the 2020s may be lower than that currently feared, and financial planners shouldn’t assume that inflation will remain high.   The Reserve Bank of Australia…

    Nicki Bourlioufas | 23rd Jun 2022 | More
    Put client consent on hold for three years: AFA

    June 10 was the closing date of what may well become the most important review of the financial advice industry in its short history. While the Royal Commission had the most impact, for better or worse, on the industry, the Quality of Advice Review stands out as an opportunity to pause and give real consideration…

    Drew Meredith | 20th Jun 2022 | More
  • FPA flags tax deductibility and removing duplication in QAR submission

    The day-to-day life of a financial adviser could soon be a lot easier, after the Financial Planning Association of Australia (FPA) called for an urgent investigation to address “the quagmire that has been created by complex, overlapping and contradictory regulations, codes and rules that now govern the provision of financial advice.” Recommendations from the Hayne…

    Ishan Dan | 20th Jun 2022 | More
    Overcoming anchoring bias key to advisers amid volatility

    To be a successful financial adviser, especially during times of peak volatility, it pays to understand and master the human cognitive biases that can often lead to poor decision-making. No doubt the recent share market rout has caused many investors to make poor decisions as a result of taking shortcuts or by being overconfident or…

    Ishan Dan | 10th Jun 2022 | More
    ASIC updates guidance for ‘warnings and reprimands’

    ASIC has just released an information sheet allowing it to issue warnings and reprimands to financial advisers that do the wrong thing. If you’re a financial adviser, you’ll definitely want to take note of the key messages from the document.   As part of the Hayne Royal Commission Response – Better Advice Act 2021, a…

    Ishan Dan | 9th Jun 2022 | More
    Regulator flags drop in Supervisory Levy

    After five years of compounding compliance and regulatory requirements combined with higher costs in every part of their business there are a number of potentially positive catalysts on the horizon. The first, is of course, the Quality of Advice Review, which is occurring alongside a new Minister for Financial Services, in Stephen Jones, who has…

    Staff Writer | 6th Jun 2022 | More
    Renew your client review

    During a recent presentation of Invesco Global Consulting’s program, Priceless, I asked a room full of advisers how many of them had changed the way they do their annual client review meetings in the last 5 years (COVID19 changes aside).  One third of the room raised their hand.  I then asked how many feel their…

    Jacquelyn Mann | 2nd Jun 2022 | More
  • AFCA confirms a new user pays model to cover costs

    Following on from last week’s article titled, ‘Ombudsman seeks to simplify complaint treatment,’ The Australian Financial Complaints Authority (AFCA) today confirmed it will put into place a ‘user-pays’ funding model that is fair, transparent and equitable. The AFCA board approved the new funding model that will effectively charge financial advisory firms the same or a…

    Ishan Dan | 2nd Jun 2022 | More
    Adviser numbers forecast to fall below 15k

    The exodus of financial advisers from the industry is set to continue into 2022, according to research undertaken by Adviser Ratings, who in partnership with Vanguard Investments, released their Adviser Landscape report last week. After seeing the industry lose more than 3,000 advisers in 2021, Adviser Ratings is forecasting the shedding of another 2,387 registered…

    Ishan Dan | 30th May 2022 | More
    Clime buys MTIS Wealth to accelerate growth

    John Abernethy’s listed funds management firm, Clime Investment Management (CIW) purchased its second wealth management firm, Melbourne’s MTIS Wealth Management for $7 million last week. This comes after the acquisition of Madison Financial Group back in June 2020. The MTIS transaction follows CIW’s recent announcements of the acquisition of Ralton Asset Management Pty Ltd and…

    Staff Writer | 26th May 2022 | More
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