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Brilliant Investment Thinking by Advisers for Advisers.
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FAAA resets strategic priorities for new advice era, with growth on the agenda

The merged association has added a new core driver to its strategic objectives for the next six years, with growing the profession now a top priority. But the...

Comprehensive advice demand surges in the US, average adviser manages $822M

The US advice system is the largest in the world, and the trend towards more comprehensive advice provision is a significant harbinger of a global shift...

FSG exemption back in play after ASIC fixes Treasury's DBFO reform blunder

It came as a relief instrument rather than the expected guidance note, but ASIC's move still managed to give advisers the surety they need to legally use the...

Why we should pay less attention to benchmarks, and more to value creation

The benchmarks that are supposed to measure performance and create alignment with end investors are working against asset managers, and the industry must find...

FSG exemption 'almost entirely redundant': Lawyer

For advisers that have already started relying on website disclosure, the unclear legislation "may or may not" be an issue, the Cowell Clarke lawyer explained....

Compliance salaries surge as super funds, private capital hunt for risk talent

Compliance staff have been in high demand for a few years now, but the rise of industry super funds and the private capital sector has created even more demand...

How advisers can navigate APRA's likely hybrid phase-out

While APRA's proposed hybrid phase out is designed to improve the resilience of the financial system, it will inevitably impact investors and the strategic...

ASIC (and courts) to funds: Practice the ESG you preach and stop virtue signalling

It doesn't matter whether funds mislead investors with intent or not, and it doesn't matter if other parties were partly to blame. The authorities have had...

Affluent investors spending more on advice: US report

The customer base for US advisers is growing in the same way that it is in Australia. But the more granular trends that are emerging tell an even more...

Investment paradigm shifts as portfolio positioning overtakes performance

With markets at all-time highs and term deposits paying 5 per cent, the focus needs to shift away from relative returns and back towards positioning for...

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...