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“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. With submissions set to close on 3 June 2022, the Financial Planning Association, along with many others including…

Drew Meredith | 23rd May 2022 | More
Incentives highlight challenge of hyper competitive fintech market

In a world gone social media crazy, having an influential media presence along with a few hundred thousand Twitter followers will secure you more than a yearly wage. A guaranteed spot as an internet star promoting some product that a brand or company wants to push, can earn big bucks for every Instagram post advertising…

Ishan Dan | 23rd May 2022 | More
  • Cybersecurity the latest challenge for stressed advice industry

    Cybersecurity has become the latest battle facing the under pressure, stressed financial advice industry following a landmark court ruling. News last month that ASIC had fined licensee group RI Advice more than $750,000 for cyber security breaches likely sent a shiver down the spine of many practice managers. In an environment where spam calls and…

    Drew Meredith | 23rd May 2022 | More
    Good time to buy quality semiconductor companies, say experts

    For investors looking to build positions in quality technology firms, the US computer chip giants are trading at attractive price levels, with many brokers now rating them as a buy, according to data from the Wall Street Journal. The prices of semiconductor companies have dropped sharply this year amidst a broader sell-off in technology stocks…

    Nicki Bourlioufas | 19th May 2022 | More
  • BT Panorama records net inflows ahead of sale

    Westpac has added $1.5bn in net inflows for the 1H of the year on its BT Panorama platform while still looking for a buyer. It was somehow able to brush off a major tech outage which received a lot of bad press to win business from financial advisers helping it increase its funds under management…

    Ishan Dan | 12th 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?  Many might struggle to come up with those names on the spot. Whilst these may seem like random numbers, let me explain why it is important…

    Jacquelyn Mann | 5th May 2022 | More
    Private capital flows driving renewable transition

    Government policy continues to lag private markets when it comes to the energy transition, with Federation Asset Management’s latest deal to buy two battery assets a sign of the things to come. The fast growing group which seeks to invest across private equity, venture capital, real assets and energy with a sustainable focus has picked…

    Staff Writer | 2nd May 2022 | More
    Practifi looks to expand its Australian footprint

    Move over Salesforce; Australian wealthtech provider Practifi has announced its plans to expand further into the Australian market following extensive investment into its data-driven wealth management platform. Practifi is actually powered by Salesforce, but is more specifically built for the wealth management industry. Australia’s wealth management industry is in a state of flux, with regulations,…

    Ishan Dan | 28th Apr 2022 | More
    ‘Safety first’ pays off for Ruffer

    All fund managers like to talk about protecting capital, but at Ruffer Investment Management, it is a more embedded philosophy than most. The firm was founded by Jonathan Ruffer on the principle that “investors like making money, but they hate losing money more.” Ruffer is built to preserve capital for the long-term:  centred on “absolute-return investing with…

    James Dunn | 28th Apr 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
    Akambo bulks up via merger with First Financial

    Following on from the Banking Royal Commission of 2017-18, the growing popularity of boutique independent financial advisers has grown consistently, with clients seeing value in advisers that are building strong personal relationships and providing a consistent high-quality service to their clients. Boutique advisory firms typically have a niche area of expertise where they can differentiate…

    Ishan Dan | 11th Apr 2022 | More
    Wealth management platforms seeing strong growth

    Wealth platforms are seeing strong growth as the country gets ready to open its international borders, post-Omicron. This follows-on from a year of robust equity returns in a new world of tech disruption post-Royal Banking Commission. According to an article in the Australian Financial Review this week, “Australia’s wealth management platforms collectively administered $990 billion…

    Ishan Dan | 17th Feb 2022 | More
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