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‘Remember to breathe’: Advice profitability up 4.4pc as industry settles

After years of regulatory turmoil and a violently shifting business landscape, the advice industry may be on the cusp of a relatively calm period. For advisers, this could be the right time to reflect, revise and even reset their business.

Tahn Sharpe | 6th May 2024 | More
The unseen toll on financial advisers

Despite the emotional expenditure required to hold someone’s hand in the darkest hours of their life, whilst retaining a high degree of professional acumen, it is both a responsibility and an honour. But it can leave a scar, writes Drew Meredith.

Drew Meredith | 9th Aug 2023 | More
The ‘safer sandbox’: Government doubles down on super path to increased advice access

The minister is putting his financial advice eggs in the superannuation basket, with dramatic changes to the existing intrafund advice models being considered. “I don’t think fiddling with intrafund advice is going to get us where we need to be,” he said.

Tahn Sharpe | 17th Jul 2023 | More
  • ‘Good advice’ duty suits lawyers & product issuers more than advisers

    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.

    Sean Graham | 5th Sep 2022 | More
    INSight #206 with Anthony Kapetanovic from Akambo Financial Group

    Anthony Kapetanovic from Akambo Financial Group shares insights with James Dunn from The Inside Network on how the financial advice industry is evolving in the future.

    The Inside Adviser | 25th Jul 2022 | More
    FPA calls for ‘true’ professional regulation of financial advisers

    As part of the government’s commitment to ensure Australian’s can access quality financial advice, a new disciplinary system for financial planners has been proposed that includes a raft of changes including many previous roles falling under Treasury and ASIC coverage.   The Financial Planning Association of Australia (FPA) has thrown its support for the Government’s…

    Ishan Dan | 20th May 2021 | More
  • Planning body offers guidance on file notes

    The Financial Planning Association (FPA) this week released guidance on best-practice approaches to file note records to support more transparent and detailed record-keeping. The changes come in response to consumer complaints that highlighted gaps in records as part of subsequent investigations. The FPA said “The new guidance provides innovative ways for financial planners to create…

    Ishan Dan | 29th Apr 2021 | More
    The end is nigh for the SOA as we know it

    As highlighted in our article recently covering the formation of the ‘single disciplinary body’ to govern and regulate individual financial advisers, the landscape continues to evolve on a near daily basis. Comments from ASIC in response to their call for submissions to make financial advice more affordable, suggested the Record of Advice could be set…

    The Inside Adviser | 26th Apr 2021 | More
  • ASX finishes 0.1% in front after weak start

    Rough day but positive finish, tech leads the way, iron ore’s new high, AMP’s new low The ASX200 (ASX:XJO) managed a small gain despite a volatile day on markets, finishing 0.1% higher on Friday taking the weekly gain to 1%. Once again, the tech sector is leading the way, jumping 4.4% over the week as it appears inflation…

    The Inside Adviser | 18th Apr 2021 | More
    Being in the right place at the right time

    This week we caught up with Luke Spiller, a partner at Melbourne-based Scholten Collins McKissock Wealth Management. Luke is an up-and-coming leader in the financial advice industry, a ‘lifer,’ so to speak, who points to the evolution of investment markets as a key reason why he is as excited as ever to be in the…

    Ishan Dan | 15th Apr 2021 | More
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