In Practice

Adviser James O’Reilly had a long-held personal ambition to “stick a pin in the ground” and make a difference, but it was realising how much his clients wanted leadership on sustainable investing that sparked change in the way his practice manages money.

Clients want advisers to ask them questions. They want advisers to know more about them, and research from Invesco Global Consulting can shed some light on the specific things they want to know about.

The long-running project has been shelved after a devastating Accenture report cited multiple areas of concern. ASIC chair Joe Longo said the ASX “failed to demonstrate appropriate control”.

7investing lead adviser Anirban Mahanti says companies have been thwarting cyber threats for a long time. However, as data moves to the cloud, systems have failed to keep up.

Clanz COO Stuart Burnicle believes Australia will see wider crypto adoption, despite running well behind many other countries in crypto-asset regulation.

The investment app creator believes he has found a way to bridge the gap between advisers and the broader addressable advice market.

With the mass exodus of advisers reaching its nadir, advisers are taking on more and more clients. Dunbar’s theory shows just how unsustainable this is.

New income thresholds for seniors health cards, downsizer rules, the transfer balance cap, changing work test requirements and the Home Equity Access Scheme are the five most common technical problem areas for advisers in 2022.

Many have seen the value of their superannuation, property and share portfolios fall over the past six months, which has only highlighted the need for quality advice.

The race to tokenize is on, with Australia joining Switzerland, the US and Japan in embracing the technology.

The question, in my view, isn’t what is affordable. It’s this: what price should we be willing to pay for long-term financial security?

Advisers are spending more on technology and using more platforms than ever, but satisfaction levels are on the wane according to Investment Trends.