advice

An imminent big-milestone birthday has the Brilliant Investment Group (BIG) executive chair thinking about what he’d like to see this year.

What do you do when you finish high school? “Go with your strengths,” Peta Nunn’s school careers counsellor told her. So, she found herself in a maths degree at university. But something didn’t feel right.

Investing is often seen through the lens of numbers, charts, and performance metrics. But at its core, investing is about people. It’s about the relationships we build, the trust we foster, and the communities we create.

There are plenty of people in the investment industry who say they have been influenced by legendary investor Warren Buffett, but for Gold Coaster Hugh Robertson, the obsession with the “Oracle of Omaha” started when he didn’t really know anything about him. It was the start of a journey that led to his advice firm, Centaur Financial Services.

Melbourne-based Link Wealth Group has acquired its fourth advice practice, buying a majority stake in Hobart-based full-service financial advisory firm, Sky Advisers.

Clients are infinitely more informed in the digital age, but that doesn’t necessarily mean they know how to discern the useful information from the misleading. Addressing this divide is the role advisers will need to embrace as the new era unfolds.

When a client posed the question to Wattle Partners adviser Drew Meredith it caught him off guard: “Am I good client?” they asked. “How could I be better?”

When an industry full of Gen X and Baby Boomer advisers is assigned the task of training swathes of largely millennial acolytes, there’s bound to be a few bones of contention according to Brisbane adviser Jaxon King.

Advisers are rallying around the prospect of upfront advice fees becoming tax deductible after the ATO announced a review of Tax Determination 95/60.

The release of Michelle Levy’s preliminary advice review recommendations topped this year’s most read stories, yet the proliferation of well-read articles that carried an investment theme highlighted the interest of advisers in finding content evaluating what has been a choppy year in markets.