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Brilliant Investment Thinking by Advisers for Advisers.
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For advice practices, getting the tech right is key to the bottom line

Financial advice practices will find it harder to grow and scale their businesses in an increasingly tech-driven world if they aren't making smart technology...

90% of FPA, AFA members have renewed with FAAA since merger

Of the 8,946 practitioner advisers who belonged to either industry group before their April merger, 8,093 have renewed their membership with the merged entity....

Education carve-out should come with separate adviser designations

An approved degree doesn't necessarily make for a better adviser, but if the government wants to get the experienced pathway legislation right it must disclose...

'Micro AFSLs' surge as dealer group models lose grip on advice licensing

The quantum of licensees may be growing, but none of that growth is coming from the big end of town. Advice groups are increasingly eschewing larger groups and...

The unseen toll on financial advisers

Despite the emotional expenditure required to hold someone's hand in the darkest hours of their life, whilst retaining a high degree of professional acumen, it...

Advice review outcome a boon for consumers, not just advisers: SMSF Association

A principled approach to advice regulation is clearly the way forward for advisers, Neil Sparks says. But what's missing in the discussion is how beneficial...

Are we still building portfolios for a zero-rate environment?

Interest rates were never meant to be so low for so long. Wattle Partners principal Drew Meredith ponders whether the hangover has some investors lagging; are...

Adviser-to-client ratios reach upper limit, with tech marked as the saviour

There are now an average of 120 clients per adviser in Australia - a number not seen since 2013. While the declining adviser cohort is a factor, so is the...

Gravitation of advisers to the city a function of business models: Wealth Data

Whether an adviser is based in their state's capital city or not has more to do with their chosen business model than anything else, according to new research...

'Adapt or fail': 16pc of asset managers to vanish by 2027: PwC

While PwC expects the asset and wealth management sector to see a rebound in assets under management by 2027, it predicts a vastly changed landscape in which...

Opportunities abound, but don't let recency bias have the last laugh

Investors and advisers have a tendency to extrapolate recent events into the future, and the last six months have shown how dangerous this can be. For those...

Regulators skewer super funds for slow progress on retirement income covenant

A joint review conducted by ASIC and APRA was scathing of funds' collective attempts to meet their new legal obligation to help fund members plan for...

Jones grilled by Queensland advisers on QAR and skyrocketing advice levy

The minister was peppered with questions about phases 1 and 2 of the the government's advice review response, as well as specialist accreditation and data...

'Unconscionable conduct': AMP lambasted in first round of BOLR battle

The judge was satisfied that Equity suffered "loss and damage" as a result of AMPFP's breach of contract, while the language used for the licensee's treatment...