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Remuneration and regulation: The biggest advice and investment stories of 2023

Adviser remuneration was a clear thematic this year, with the top two stories focusing on salary levels. Practice management and regulation, once again, played prominent roles in the news cycle, as did the profile of one very interesting young adviser.

Tahn Sharpe | 21st Dec 2023 | More
OpenInvest finds its buyer

The proprietary technology provider will use a capital injection from an existing investor to take advantage of regulatory tailwinds set to push the wealth management industry forward. Staying profitable in the interim will be key.

Tahn Sharpe | 18th Dec 2023 | More
  • Life insurance advice levels sink as people turn to alternative sources

    The problems afflicting Australia’s life insurance advice industry run deep, with pundits estimating there are now less than 1,000 pure risk advisers left in the country. That consumers are turning to other sources of information should come as no surprise.

    Tahn Sharpe | 12th Dec 2023 | More
    AMP’s $100M BOLR bill a win for all sides

    Advisers won the case against a well-armed opponent and can move on with more financial parity, while AMP’s shareholders and executives can put a long-overdue cap on the damage caused by this at-times acrimonious dispute.

    Tahn Sharpe | 27th Nov 2023 | More
  • Advisers want one thing above all else from their fund managers: Report

    Advisers still place a lot of emphasis on historical performance and fees when they sum up the value of a fund manager, but it’s the thinking behind their investment process that really matters.

    Tahn Sharpe | 20th Nov 2023 | More
    OpenInvest hunts ‘buyer with a bigger balance sheet’ in search for scale

    Despite a unique value proposition and some notable backers, wealth admin platform OpenInvest finds itself once again looking for capital. “We’ve had mixed results,” says founder Andrew Varlamos.

    Tahn Sharpe | 13th Nov 2023 | More
    Shareholder groups ASA and AIA merge to create ‘powerful entity’

    The Australian Shareholders’ Association and the Australian Investors Association have agreed to amalgamate in the new year, seeking to grow their membership and influence as a unified leader in advocacy and education.

    Lisa Uhlman | 9th Nov 2023 | More
    So how much revenue does the average financial adviser pull in, anyway?

    While one listed group reported $236K revenue per adviser, another said its advisers brought in $600K each. But the extraordinary delta is more a function of business models than adviser performance, however.

    Tahn Sharpe | 26th Oct 2023 | More
    Life insurance industry ‘slowly losing relevance’: Capgemini

    A confluence of factors has seen the life insurance industry lose significant ground across the globe, according to the French multinational. The Australian industry’s own problems are unique, but the broader trend is the same. So is the solution, pundits reckon.

    Tahn Sharpe | 23rd Oct 2023 | More
  • All at once, government data finally catches up to adviser shortage

    Even when thousands more advisers left the industry in 2022, bringing the cohort down from 28,000 in 2018 to a total of around 17,000, there was still no shortage according to the government’s own skills commission.

    Tahn Sharpe | 9th Oct 2023 | More
    AMP spending goodwill it doesn’t have with BOLR pushback

    AMP’s executive spine has done a remarkable job of arresting the company’s decline, but its refusal to accept the court’s decision that it shortchanged advisers on BOLR deals is an egregious misstep that could put its trust account with those advisers back in the red.

    Tahn Sharpe | 29th Sep 2023 | More
    Count picks up Diverger in blockbuster licensee acquisition

    The purchase comes after a turbulent couple of years for Diverger, which was formerly a collection of dealer groups under the Easton Investments banner.

    Tahn Sharpe | 22nd Sep 2023 | More
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