financial adviser – The Inside Adviser

Australian Ethical Adviser Voice Series with The Inside Network: Rebecca Pritchard

November 21, 2022 by The Inside Adviser

Meet Rebecca Pritchard - a financial adviser Investing with Heart

Australian Ethical Adviser Voice Series with The Inside Network: Brad Downes

November 14, 2022 by The Inside Adviser

Meet Brad Downes - a financial adviser Investing with Heart

Australian Ethical Adviser Voice Series with The Inside Network: Farren Williams

November 10, 2022 by The Inside Adviser

Meet Farren Williams - financial adviser Investing with Heart

ASICs releases guidance on Ongoing Fee Arrangements

June 17, 2021 by The Inside Adviser

The Australian Securities and Investment Commission, regulator of the financial adviser industry, this week released their long-awaited guidance regarding Ongoing Fee Arrangement changes set to come into force on 1...

Limited relief offered for ‘unworkable’ FDS requirements

June 14, 2021 by The Inside Adviser

By now every adviser, licensee and paraplanner would be well aware of the impending changes to annual opt-in, consents and 'lack of independence' disclosures. Combine these with the impending product...

The wide, wide world of ETFs shows no signs of slowing

May 27, 2021 by Giselle Roux

The ETF world has multiplied well beyond expectations. Index-linked ETFs are now a standard-bearer for investment portfolios driven by sticky active fund fees and variable performance. Yet their use versus desired...

Advisers should ‘call out’ misalignment in investment markets

April 22, 2021 by Giselle Roux

Advisers all have financial benefit from promoting investments through an advice fee, or percentage of FUM. This is not a value judgement, simply a statement of how this industry and...

ASX claws back losses to finish down 0.3%

April 22, 2021 by The Inside Adviser

ASX pares losses, defensives in favour again, Nuix downgrades again The ASX200 (ASX:XJO) trimmed losses to just 0.3% despite falling as low as 1.6% during the session. The selling pressure was driven...

Data the greatest challenge to ESG

April 19, 2021 by Staff Writer

The Inside Network's inaugural ESG Masterclass welcomed leading financial advisers and subject matter experts across the responsible and ESG investment spectrum to discuss the biggest issues facing investors. With delegates...

‘Need to search beyond the index’ for clean energy opportunities

April 15, 2021 by Staff Writer

The United States' re-signing of the Paris Climate Agreement under President Biden, combined with a strengthening commitment on carbon emission targets from China, "sets the stage for a globally coordinated...

Wealth management platform space is ripe for tech disruption

March 29, 2021 by Ishan Dan

The shift towards non-aligned platform advice forced structural change within wealth management in a way never seen before. Findings from the Banking Royal Commission helped drive the push towards independent platforms...

Are we talking about the wrong bubble?

March 18, 2021 by Drew Meredith

"Am I worried about asset prices rising too quickly? At the moment, I don't see anything that's unsustainable". "I recognise that low interest rates are one of the factors contributing...

Three business ‘upgrades’ for advisers in 2021

March 9, 2021 by Drew Meredith

Despite hope that the vaccines would see a return to normal life in 2021, it appears we will live through at least another 12 months of uncertainty. Few people, outside...

What to do when your star portfolio manager leaves

March 1, 2021 by Ishan Dan

As is almost always the case, money talks. When a star portfolio manager suddenly resigns after recording spectacular gains, there is a good chance they have been poached within the...

Crypto the next big trend in financial planning

March 1, 2021 by Contributor

There are a plethora of reasons for advisers to dismiss Bitcoin and other crypto assets as a worthy holding in clients' investment portfolios. For one, they're for the most part...

Portfolio diversification through innovation

February 11, 2021 by Ishan Dan

Entering 2021, financial advisers and investors are facing many challenges when it comes to managing their portfolios. On the one hand, low interest rates and quantitative easing policies have all...

Evergreen launches portfolio stress-testing tool for advisers

February 8, 2021 by Staff Writer

Evergreen Consultants, founded by experienced consultant Angela Ashton, this week launched an industry leading stress testing program for financial advisers. It is said to be the first of its kind...

ASX overcomes early falls

February 1, 2021 by The Inside Adviser

ASX overcomes early falls, silver next in line for day traders, Worley (ASX:WOR) downgrade The ASX200 fell over 1% at the open following a weak overseas lead but managed to finish 0.8%...

In conversation with Troy Armstrong, Koda Capital

January 28, 2021 by Abbey Minogue

Troy joined the Koda Capital team in late 2019 as an Adviser and Partner, but brought with him extensive experience across self-managed superfunds, trusts and companies, which allowed him to...

Quoted funds powering Mainstream

January 26, 2021 by Staff Writer

Investment and superannuation service provider Mainstream Group (ASX: MAI) reported a 20 per cent yearly rise in funds under administration this week. The company, which has broadened its services from...