Stay informed Sign up for our newsletter and be the first to know.
Stay informed Sign up for our newsletter and be the first to know.
Brilliant Investment Thinking by Advisers for Advisers.
ASX
-0.70%
S&P
-2.64%
AUD
$0.71

FAAA highlights 'professional delta' between CFP and non-CFP advisers

"It isn't really a surprise," FAAA chair David Sharpe said, noting that advisers with CFP next to their name go through "blood, sweat and tears" to attain the...

AMP continues 'simplification' push with super, North restructure

AMP will reduce the headcount across its superannuation and North platform businesses and press ahead with changes to its redundancy policies even as the...

Adviser Charlie Viola leads Pitcher Partners buyout to set up new HNW wealth firm

After 21 years building up Pitcher Partners' wealth management division into a $3.6 billion powerhouse, the high-profile adviser will break from the firm to...

QAR fork in the road: Does your advice practice take a compliance or strategic approach?

An advice group can either shift its compliance settings to accommodate the reforms, or they can reshape their business strategy to take advantage of them. The...

Macquarie leans into AI for 'less volatile, more robust' equity active ETFs

It's one thing to acknowledge the immense computing power at our disposal, but it's another for leading investment teams to figure out the best ways to shape...

Is APRA's hybrid war about protecting banks, retail investors... or itself?

It's odd that of the 12 published submissions to APRA's consultation on hybrids, not one advocated getting rid of them altogether. Is the regulator trying to...

US fundies targeting model makers, not advisers, in distribution rethink

The shift in focus from financial advisers to research consultants continues apace, both here and abroad, as asset managers follow the great money management...

ASIC granted new powers over financial market infrastructure entities

The Bill comes after a report from the Council of Financial Regulators warned that the financial system's reliance on financial market infrastructure had...

The advice business models that are growing in 2024

It's been a tale of two models in advice, with the accountants that provide holistic advice services going one direction and those that provide SMSF advice...

Dixon's inquiry could be a reckoning for vertically integrated practices in advice

In the Dixon's inquiry vertical integration will not only be writ large, but it will have thousands of victims' names attached to it. The practice has run...

Compliance is 'hollow, empty' without the right culture: ASIC's Longo

Rather than striving to tick legal boxes, the commissioner said, compliance teams should build their work practice around the right ethical pillars to engender...

More than $8,000 per adviser: Potential Dixons CSLR bill comes into focus

It's essential that we learn from the Dixons Advisory scandal, the FAAA chief said, so we can avoid future harm. The association has asked the government to...

ASIC sounds the alarm on third-party product distribution

On the whole, product providers like fund managers have "made progress" with their adherence to target market determination rules. But ASIC warns that when...

FAAA pulls up ABS on advice occupation classification, proposes new definition

The bureau's financial advice role definition is not up to scratch, the FAAA says, and conflates the role of a financial adviser with an investment adviser. A...