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Brilliant Investment Thinking by Advisers for Advisers.
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Legal practice popular with advisers acquired

Dwindling financial adviser numbers have dropped below the 20,000 mark, hitting a five-year low.  And although it’s been a difficult few year for some...

Getting personal central to retaining clients

The easiest way to understand why personalisation matters so significantly to clients is to think of your own experience as a consumer. When you’re...

Mental health: enough awareness; action needed

Thanks in part to the pandemic, employers now have sufficient awareness of mental health problems in the workforce, their human and economic costs. Now is the...

Labor to scrap FASEA education requirement

“An Albanese Labor government will properly recognise your experience,” were the words of Labor spokesman Stephen Jones this week when presenting...

ASIC launches financial advice hub

These days, becoming a financial adviser is no easy feat. Following the banking and financial services Royal Commission, the bar was raised, with higher...

Short-term market focus hurting long-term innovation

Australian Ethical’s Master Class session, hosted by The Inside Network, was titled “Investing for a better world.” It brought together...

As adviser numbers dwindle, pressure turns to industry funds

As the FASEA exam deadline of 1 January 2022 nears, the significant impacts on the financial advice industry continue to garner headlines. According to...

ALRC seeks to reduce 'undue complexity' in financial services laws

“Undue complexity”. “Byzantine complexity”. “Elephantine proportions”. These are just a few of the superlatives used to...

Adviser complaints continue to fall

It was a busy week for the now three-year-old Australian Financial Complaints Authority (AFCA). Among the most important institutions in the financial advisery...

Why we don't build our portfolio on macro forecasts

To many people, a portfolio manager who says he doesn’t care about what happens to inflation, Sino-US relations or even the world economy may seem...

Avoid these four traits to win clients virtually

Whether it’s with a sole client, a large internal team, or external stakeholders, holding effective and engaging meetings is an art form. It requires...

Australia's rich 'bullish and confident'

Data released from platform provider Praemium (ASX: PPS) has shown that the rich are getting richer and more confident, moving on quickly from the pandemic....

Optimism will always win in the digital economy

Financial advisers can’t be faulted for feeling pessimistic about the future as another year comes to an end. The last few years have seen the advisery...

Factors come to the fore amid volatility

The COVID-19 pandemic and associated market sell-off became an unexpected testing ground for many of the more recent advancements in financial markets and...