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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.

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.

Staff Writer | 26th May 2022 | More
  • ‘Let professionals be professionals’: The call ahead of Quality of Advice Review

    Given the flood of changes and regulatory oversight that has resulted from the Royal Commission, it likely comes as a surprise to many that the impending Quality of Advice Review, was actually a recommendation of Commissioner Hayne.

    Drew Meredith | 23rd May 2022 | More
    Professional Year reporting reduced

    After a tumultuous few years that have seen reporting, compliance and information gathering requirements reach extreme levels, ASIC appeared to offer some respite this week.

    Drew Meredith | 16th May 2022 | More
  • The ethics of retail

    The last few years have seen both massive opportunities and challenges for ethical and ESG-focused investors.

    Drew Meredith | 12th May 2022 | More
    Alts performance mixed after tough quarter

    Alternative investments are gaining popularity, mainly due to their low correlation to more traditional assets such as stocks and bonds.

    Ishan Dan | 9th May 2022 | More
    Communicate – before it’s too late

    Do you know the name of your number 1 client?  I am sure you do.  What about the name of your number 20 client? Or your number 43 client?  

    Jacquelyn Mann | 5th May 2022 | More
    Stability, simplification, abolition of Safe Harbour, FDS proposed

    “We are at a critical crossroad, with an aging population, and the “Great Australian Wealth Transfer” at our doorstep” explained Lifespan Financial Planning CEO Eugene Ardino in an open letter to Scott Morrison and Anthony Albanese on the eve of the Federal Election.

    Drew Meredith | 5th May 2022 | More
    Reframing advice with technology

    According to a new report from EY, How will you reframe the future of advice if today’s client is changing?, the global market for wealth advice is poised for transformation, with a blend of people and technology delivering financial advice, but technology must be targeted and explained to clients in order to be successfully introduced….

    Nicki Bourlioufas | 26th Apr 2022 | More
  • Grim picture for financial advice in latest Landscape report

    Key findings from the Australian Financial Advice Landscape Report 2022 have painted a grim picture for the financial advice industry, predicting higher client fees and dwindling adviser numbers. Without a doubt, the last few years have been tough on financial advisers. Increasing compliance burdens have gone through the roof, going back to university to sit…

    Ishan Dan | 21st Apr 2022 | More
    For advisers, going digital is more than a Zoom meeting

    “Change in the asset and wealth management industry is now accelerating at an exponential rate.” That’s the assessment of Australia’s wealth space according to a PWC report. COVID has not only triggered the move to digitisation, but it also made it ultra-competitive for financial advisers with pressures intensifying from all angles. The industry is now…

    Ishan Dan | 14th Apr 2022 | More
    Global economy in the middle of a ‘classic slowdown’: BCA

    To understand where the global economy stands today, we must look to the past and most importantly back to the business cycle, explained Irene Tunkel, Chief US Equity Strategist at BCA Research. Speaking at The Inside Network’s Equities and Growth Assets Symposium last week, Tunkel highlighted the unique challenges facing every investor in the world….

    Drew Meredith | 11th Apr 2022 | More