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Brilliant Investment Thinking by Advisers for Advisers.
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Wealth management platforms seeing strong growth

Wealth platforms are seeing strong growth as the country gets ready to open its international borders, post-Omicron. This follows-on from a year of robust...

Slicing and dicing the stock market for risk - and reward

All-weather investing has a simple aim – consistent positive returns, regardless of how the financial markets perform. It follows that all-weather...

Advice firms 'drowning' in meetings hitting productivity

Global consulting firm McKinsey recently posed the question “have you ever asked why it is so difficult to get things done in business today –...

China has launched its own digital currency to take on the US dollar

China has quietly done what many considered unthinkable, by launching its own digital yuan this week, created to reduce its reliance on cash. Real-world trials...

Senate inquiry highlights challenge facing advisory market

The Compensation Scheme of Last Resort, or CSLR, has become something of a lightning rod for the finance industry in 2022; and yet we are less than a month...

Fintech continues to move into the mainstream

Australia’s leading micro-investing app, Raiz, is not so micro, having finally busted through the $1 billion funds under management mark. Last week, Raiz...

Advice tech shakeout predicted for 2022

The last two years have been a near-perfect storm of activity for many financial advisers. The onset of the pandemic placed significant pressure on advisers to...

Helping clients focus on their long-term picture during uncertain times

Financial professionals are the critical link between the clients’ world and the vast financial system. What often distinguishes financial advisers...

Dixon Advisory files for voluntary administration

On Wednesday, Dixon Advisory & Superannuation Services, the division of ASX-listed E&P Financial Group (ASX:EP1) that was focused on delivering...

Time to take a stand on punitive financial advice compliance

Dissatisfied with the way in which financial advisers are being treated, the Association of Independently Owned Financial Professionals (AIOFP) has taken a...

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...