Sort By
  • Newest

  • Newest

  • Oldest

  • Author Name

  • Author Name

  • Annabelle Dickson

  • Brendan Coates and Jonathan Nolan

  • David Chaplin

  • Drew Meredith

  • Eleece Quilliam

  • Geff Gebler

  • Giselle Roux

  • Graeme Brant

  • Greg Bright

  • Industry Expert

  • Ishan Dan

  • Jack McIntyre

  • Jacquelyn Mann

  • James Dunn

  • Jaxon King

  • Jennifer Sireklove

  • Lachlan Buur-Jensen

  • Lachlan Maddock

  • Lisa Uhlman

  • Michael Kollo

  • Mike McHenry

  • Monica Defend

  • Nick Langley

  • Nicki Bourlioufas

  • Nigel Stapledon

  • Owen

  • Owen Raszkiewicz

  • Raja Junankar

  • Richard Holden

  • Rod Bristow

  • Ross Milward

  • Sean Graham

  • Staff Writer

  • Tahn Sharpe

  • The Inside Adviser

  • All Categories

  • All Categories

  • Advice

  • Marketing

  • Technology

  • Transactions

For advice practices, getting the tech right is key to the bottom line

Financial advice practices will find it harder to grow and scale their businesses in an increasingly tech-driven world if they aren’t making smart technology decisions, says Finura’s Peter Worn.

Lisa Uhlman | 7th Sep 2023 | More
Adviser-to-client ratios reach upper limit, with tech marked as the saviour

There are now an average of 120 clients per adviser in Australia – a number not seen since 2013. While the declining adviser cohort is a factor, so is the improved experience of advisers with technology according to researcher Investment Trends.

Tahn Sharpe | 27th Jul 2023 | More
  • Start clients on values early to avoid ‘biggest fear’ upon wealth transfer

    Praemium’s Matt van Dijk sat down with Brisbane adviser Francis Rigby to talk about the most commonly unmet advice need in the country. Talk about values with your clients, Rigby said, and the rest will follow.

    Staff Writer | 6th Jul 2023 | More
    Review into ASIC funding model recommends levy discount cut and… another review

    While finding that more research is needed to determine if the “definitions, metrics and formulas” used to calculate levies remain fit‑for‑purpose, Treasury was able to determine that advisers should no longer benefit from discounted levies.

    Tahn Sharpe | 29th Jun 2023 | More
  • New generative AI is a boon for fundamental fund managers: Kollo

    ChatGPT presents an inflection point in the quantitative investment journey, writes Michael Kollo, one that doesn’t need the presence of machine learning scientists or investment in costly data acquisition.

    Michael Kollo | 19th Jun 2023 | More
    FSC, product providers bemoan lack of support from ASIC on innovation

    On what was set up as a discussion around the proposals put forward by the Quality of Advice Review, the topic repeatedly shifted to the frustration providers felt at not being able to work with ASIC to bring compliant solutions to market.

    Tahn Sharpe | 9th Jun 2023 | More
    Shhh… don’t mention the wealth: Family offices fret about online boasting

    A desire to flaunt ubiquitous wealth on social media is putting moneyed families at risk, according to family office representatives, with extortion and kidnapping “a legitimate concern”.

    Tahn Sharpe | 5th Jun 2023 | More
    More modes of advice being sought by HNWs as validators come to the fore: Praemium

    Investment platform provider Praemium explains that while there is an “increasingly positive” attitude towards financial advice, the needs of HNW investors are taking on a whole new identity.

    Staff Writer | 25th May 2023 | More
    Fine fleece to financial planning: The advice journey of Invest Blue CEO David Stephen

    To give him a taste of the farming life, Stephen’s father sent him to a neighbour who offered him $400 per week in wages, with $200 of that quarantined by his employer for rent and bills. He declined, and headed straight into a career in financial advice. “I was going to be a wool baron, until I very quickly wasn’t,” he says.

    Tahn Sharpe | 22nd May 2023 | More
  • Adopt advice review plan now, ASIC can smooth any creases later: Levy pens open letter

    The advice review lead had said she wouldn’t comment on the recommendations while the government pondered its response. But with the consultation dragging on, she urged the government to get it done and let ASIC do the refinement.

    Tahn Sharpe | 2nd May 2023 | More
    Broadway, financial advice and Kilimanjaro: The Anne Graham story

    Anne Graham and her fellow co-founders named their advice business Story Wealth because they believe every client has a compelling story to tell. Turns out Anne’s own story is quite the odyssey, as well.

    James Dunn | 26th Apr 2023 | More
    ‘Experience pathway’ plan released, with no sunset clause and a bizarre anomaly

    Advisers can practice without a relevant degree for around 30 years according to the draft proposal. They do need a clean record, however – but only up to the end of 2021.

    Tahn Sharpe | 20th Apr 2023 | More