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Brilliant Investment Thinking by Advisers for Advisers.
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Older, more productive advisers are earning less money... for now

The average financial adviser is older and brings in more revenue than they did a year ago, but that hasn't translated into a fatter salary according to data...

'This can't be left here': FAAA calls for public inquiry into Dixons

There are several aspects to the treatment of the case that don't add up, the association's policy lead says, and a transparent public inquiry is more than...

US leads platform consolidation trend, with Australian advisers set to follow

As platform technology develops, the race to become the one dominant platform for Australian advisers is just heating up. In the US, it's already well...

Portfolio drift remains a clear and present danger for client portfolios

The traditional method of protecting client portfolios from drift remains entirely valid. It's ostensibly cheaper to run portfolios without managed accounts,...

'Process over prediction': What high-conviction teams have over their speculative peers

By avoiding market forecasts and not making prognostications based on macroeconomic conditions or political changes, the Claremont team is able to focus on...

Advisers slugged with $2,878 levy as industry gets behind funding model reform

The government now has two internal reports recommending an overhaul of the industry funding model. Yet they appear destined to sit on the shelf "gathering...

Adviser tech spend set to surge as reporting, and client portal needs grow

Advisers now spend a staggering amount on technology in an effort to keep up with efficiency needs and client expectations. Security is still front of mind,...

Two tweaks to DBFO bill set industry at ease on super in advice rule changes

The government addressed perceived ambiguity around advice fee deduction from member accounts by pulling out two statements from the bill that essentially...

Final tally for FY24 adviser numbers revealed

Just when the quantum of registered advisers will bottom out is anyone's guess, but the final tally for FY24 could hardly be encouraging for a government...

Advice group United Global Capital's assets frozen amid ASIC investigation

The freeze order isn't UGC's first engagement with the regulator. It was among the first to be pinged for not meeting the Design and Distribution Obligations...

Super fund and limited license adviser losses prove a drag on numbers

The large advice provision models are holding up in terms of personnel, but super funds and tax advisers are repositioning their offerings as the cost to serve...

'It's not enough': New entrant numbers tank as FAAA proposes Adviser Academy

New entrants have "crashed" since 2019, and while less competition affords advisers the luxury of charging more, this doesn't equate to a healthy or prosperous...

Proposed financial abuse hub to help advisers identify and manage cases

Advisers are uniquely positioned to identify and alleviate financial abuse cases, but they need support and an action framework according to the association.

Confusion reigns as government hedges its bets on advice in super

The government's line on its proposed changes to advice in super is incongruous with the actual changes. You can't re-do the language embedded in the SIS Act...