Stay informed Sign up for our newsletter and be the first to know.
Stay informed Sign up for our newsletter and be the first to know.
Brilliant Investment Thinking by Advisers for Advisers.
ASX
+0.60%
S&P
-0.25%
AUD
$0.72

For advisers, going digital is more than a Zoom meeting

“Change in the asset and wealth management industry is now accelerating at an exponential rate.” That’s the assessment of Australia’s...

Financial Planning Association backs finfluencer crackdown

ASIC’s recent crackdown on “finfluencers” spruiking online financial advice through social media channels without proper licensin, has been...

Switch to regtech - ASIC to finfluencers

ASIC says Regtech could be a great solution after it effectively banned finfluencers from giving unlicensed financial advice with hefty prison time and...

Akambo sets a course to the future of advice

One of Australia’s fastest growing wealth management and financial advisory firms, Akambo Financial Group, this week announced a merger with...

Akambo bulks up via merger with First Financial

Following on from the Banking Royal Commission of 2017-18, the growing popularity of boutique independent financial advisers has grown consistently, with...

Tapping into the power of female clients

As an adviser, you want your clients to be educated on the importance of financial advice.  Research has shown that a one-size-fits-all approach to...

The most important measure of manager performance

The proliferation of data and information has done little to improve the outcomes of self-directed investors. With information on almost any issue and a social...

Financial advice lessons from Billions

While watching one of the most popular TV series in recent years, Billions, which follows the story of hedge fund billionaires, you wouldn’t necessarily...

How will the Federal Budget affect your client's portfolio?

The Federal Budget unveiled this week was clearly intended to be an election-winning budget prepared to win over the public with many of its generous promises....

Stockbrokers association drops financial advice monitor

The Stockbrokers and Financial Advisers Association (SAFAA) is changing its name to the Stockbrokers and Investment Advisers Association (SIAA). The subtle...

The number one expectation of financial advisers in 2022

The number one expectation Australians have of financial advisers in 2022 is quite straightforward, according to the Responsible Investment Association...

ASIC warns fundies on "misleading" marketing, wholesale exemption

The Australian Securities and Investments Commission (ASIC) has cast a spotlight on the managed funds industry by commencing surveillance into the marketing of...

Finfluencers warned on the blurred line of financial advice

The financial services industry has not been immune from the socialisation and digitisation trend, with finfluencers now among the most powerful voices in the...

Allspring's plans for Australian expansion

The former Wells Fargo Asset Management, a 52-year-old pioneering US fund manager, has targeted Australia and New Zealand in its new incarnation as an...