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Another step forward for the simplification of advice regulation

The Federal Government has quietly passed several previously flagged changes to the financial advice industry. The majority appear to be a positive step in the face of what is a jungle of red tape currently faced by the shrinking cohort of financial advisers. There were four key changes, with all eyes on the potential for…

The Inside Adviser | 28th Jun 2021 | More
How robo-advice leads to further investments

While the buzz surrounding its introduction just over ten years ago has abated, an increasing body of research is building on the value of robo-advice. A new paper shows the benefits can be wide-reaching. More than a marketing tool for index managers or various asset allocators and other agents, robo-advice, when properly constructed with a…

Greg Bright | 14th Jun 2021 | More
  • The ‘case for active’ in fixed income is strong

    This week we had the pleasure of speaking with fixed income gurus Mark Mitchell and Justin Tyler from Daintree Capital to get their view on the interest rate and inflation outlook together with some insights into their Core Income Fund. Daintree is a specialist Australian active fixed income manager and part of the Perennial Group…

    Ishan Dan | 20th May 2021 | More
    Planning body offers guidance on file notes

    The Financial Planning Association (FPA) this week released guidance on best-practice approaches to file note records to support more transparent and detailed record-keeping. The changes come in response to consumer complaints that highlighted gaps in records as part of subsequent investigations. The FPA said “The new guidance provides innovative ways for financial planners to create…

    Ishan Dan | 29th Apr 2021 | More
  • The end is nigh for the SOA as we know it

    As highlighted in our article recently covering the formation of the ‘single disciplinary body’ to govern and regulate individual financial advisers, the landscape continues to evolve on a near daily basis. Comments from ASIC in response to their call for submissions to make financial advice more affordable, suggested the Record of Advice could be set…

    The Inside Adviser | 26th Apr 2021 | More
    Wealthier investors open to advice

    More high-net-worth (HNW) investors are open to receiving financial advice than a year ago, but they are yet to do so, according to the latest report from Investment Trends. There were an estimated 485,000 such investors on September 30 last. The report, the 13th in the firm’s annual series, is billed as the largest of…

    Greg Bright | 15th Apr 2021 | More
    Managed account boom reflects diverse industry

    The 12th edition of the Managed Accounts Report, a joint effort between State Street Global Advisers and Investment Trends, was released this week, with the results offering powerful insights into a fast-evolving financial planning industry. The diverse, but high-growth, sector spans everything from separately managed accounts, to individually managed and managed discretionary accounts, which according to the Institute…

    Staff Writer | 12th Apr 2021 | More
    Wealth management platform space is ripe for tech disruption

    The shift towards non-aligned platform advice forced structural change within wealth management in a way never seen before. Findings from the Banking Royal Commission helped drive the push towards independent platforms and product providers with a renewed client focus. New technology-based platforms have given financial advisers the ability to hold, transact and administer on a much…

    Ishan Dan | 29th Mar 2021 | More
    Financial advisers in need of better data

    Not that long ago a fund manager could provide a mesmerising presentation slide on how it uses “big data.” Examples might be using Google Earth to discern real-time movement in shopping centres, building activity based on shadowing over the day and seasons as structures grew in size, right down to the mundane of what was…

    Giselle Roux | 18th Mar 2021 | More
  • Competition hots up among ratings firms

    Managed funds research and ratings start-up Foresight Analytics is expanding further in the ultra-competitive retail and advised investment sector through the acquisition of the analytics business of Australia Ratings Group. This follows a tie-up announced earlier this month with Style Analytics Group, a factor analysis firm with offices in Boston and London, which provides research…

    Greg Bright | 15th Mar 2021 | More
    Three business ‘upgrades’ for advisers in 2021

    Despite hope that the vaccines would see a return to normal life in 2021, it appears we will live through at least another 12 months of uncertainty. Few people, outside of the obvious, have felt the emotional and operational brunt of the pandemic more than financial advisers. Most advisers I speak to were inundated with…

    Drew Meredith | 9th Mar 2021 | More
    Hub 24 voted best platform by advisers

    The innovative wealth management platform is recognised as Australia’s Best Platform Overall by Investment Trends, and its managed portfolio solution recognised as the Best Platform Managed Accounts Functionality – a title the platform has held close to its chest for the last five years. The Investment Trends Competitive Analysis and Benchmarking report “measures platform functionality across a…

    Staff Writer | 4th Mar 2021 | More
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