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The FAAA's 'Angry Anderson' sounds off on Dixon Advisory drama

Appropriately enough, it took a regulatory breakdown to finally ruffle the policy chief's feathers. In the first of a series of whitepapers aimed at collating...

AI impact 'won't be linear', with some sectors set to benefit more than others: Amundi

Some sectors will feel the benefits early, and the impact will be all-consuming. Others will take longer, and the effect might only be marginal. For advisers,...

AMP sells major stakes in advice network to Entireti, AZ NGA in blockbuster deal

The three-way tie-up highlights just how much the power dynamic has shifted across the advice landscape over the last decade, with advice ownership groups...

The marketing tool that’s putting wind in the sails of growing advice groups

Public relations executive Abbey Minogue has had remarkable success advising financial firms on content marketing strategies to support their growth. As...

Time's up on sloppy FAR record keeping: ASIC

Licensees were given a month to clean up the information they provided to ASIC about adviser qualifications and training. That time is up, and enforcement...

CFD market 'active' again after ASIC crackdown

Contracts for difference are sophisticated investment tools that can magnify both gains and losses, which is why the regulator

Adviser numbers begin long, slow climb north again

There's a pattern to the way adviser numbers oscillate around the end of the financial year, but there's nothing common about the movement in the licensee...

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,...