In Practice

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.

For wealth businesses to thrive the emerging affluent cohort is a savvy way to future-proof healthy client books. But building trust is a key component to making the relationships work.

As romantic as it may be to proclaim the emergence of an advice profession and to suggest that a ‘good advice’ duty is a panacea for systemic failures, the retreat of institutional licensees from advice is not necessarily evidence of our capacity for self-regulation.

Findings from the 2022 Adviser Technology Needs Report highlight the need for a better investment platform system

The global ETF and would-be superannuation fund provider believes a scaled compliance model would better serve the domestic advice market.