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Brilliant Investment Thinking by Advisers for Advisers.
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SMEs persist with advice subsidy push to new government

It was a COVID-inspired idea that fell foul of the electoral cycle, but the nation's small business advisory peak bodies continue to push for subsidised advice...

Experience pathway to perpetuate poor advice industry image: FPA

Implementing the current proposal for 'experienced' advisers to skip the relevant degree mandate will do far more harm than good, the association argues, with...

Winning over the next generation

The next generation are not automatically inclined to turn to their parents' financial adviser, according to research from Invesco. Using the "power of...

Client promoter scores linked to heady investment returns

Companies that win the advocacy of their clients have a remarkable ability to increase their own value according to research from the people who invented net...

Ausbil gets active on dividend management with income-seeking investment play

The team at Ausbil have come up with a novel way to generate income without increasing risk or removing alpha generating opportunities.

Praemium CEO open for consolidation talks with an aim on growing scale

Anthony Wamsteker reflects on the tie-up with rival platform Powerwrap, the rebuff of Netwealth, and Praemium's plan to achieve double digit market share.

Dunbar's number and the advice client quantum query

With the mass exodus of advisers reaching its nadir, advisers are taking on more and more clients. Dunbar's theory shows just how unsustainable this is.

ASIC laments licensee 'lag and drag' after $5.6 billion customer remediation bill

The corporate regulator has delivered a stern warning to licensees with the release of its guide on consumer remediation. After overseeing billions in...

Gambling operator woes highlight draconian advice industry regime

The inability of major casino operators - and many other 'respected' professions - to run a clean sheet is galling for an advice industry beset with stifling...

'Complex' regulatory changes driving technical adviser queries

New income thresholds for seniors health cards, downsizer rules, the transfer balance cap, changing work test requirements and the Home Equity Access Scheme...

Financial stress underlines need for better advice model

Many have seen the value of their superannuation, property and share portfolios fall over the past six months, which has only highlighted the need for quality...

Australia readies for the Tokenization wave

The race to tokenize is on, with Australia joining Switzerland, the US and Japan in embracing the technology.

Further 7pc of advisers linked to unis: Principals Community brings scale to grad drive

With 127 practices under its wing, the tie-up between Kon Costas' ex-BT network and Deakin University will give 1,263 advisers a direct line to graduates and...

Transparency, action central to building 'consumer love'

Despite a backdrop of weaker returns and uncertainty, Australian Ethical has continued to grow via great engagement and 'consumer love'.