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Brilliant Investment Thinking by Advisers for Advisers.
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CSLR, adviser levy the latest hit to advice industry

Another week, another gut punch for the financial advice industry. With the exodus of financial advisers from the industry showing no signs of slowing, the...

This new app is guiding small businesses towards a lower carbon future

An Australian start-up, founded by Bryan Rollins, former general manager at Atlassian, WorkForClimate is focused on empowering individual professionals to...

Pressure on advice industry as funds look to robo advice

Super funds have battled with providing financial advice for decades but have not yet found a solution that can make it affordable and efficient for millions...

Xeppo seeks to support advisers in harnessing data

According to wealth management platform Netwealth (ASX: NWL), “Two in five advice firms will look to integrate their systems and databases in the next 24...

Pandemic hindsight reiterates the value of advice

Global asset manager Natixis Investment Managers recently released their latest Global Investor Survey. Undertaken with the support of CoreData Research, the...

FASEA exam extended nine months*, waiting period waived

The Federal Government’s sympathy for the under-pressure financial advice industry was exhibited once again this week, with Jane Hume, the Minister for...

Opportunity for those who remain as adviser exodus continues

The Musical Chairs report released by Adviser Ratings offers insightful data on the wealth management industry after undergoing significant changes over the...

Another step forward for the simplification of advice regulation

The Federal Government has quietly passed several previously flagged changes to the financial advice industry. The majority appear to be a positive step in the...

Aussie Super prompts more Bragg ire over New Daily

Industry fund-owned ‘The New Daily’ is once again in political hot water after a controversial deal with AustralianSuper to auto-subscribe 800,000...

ASICs releases guidance on Ongoing Fee Arrangements

The Australian Securities and Investment Commission, regulator of the financial adviser industry, this week released their long-awaited guidance regarding...

How robo-advice leads to further investments

While the buzz surrounding its introduction just over ten years ago has abated, an increasing body of research is building on the value of robo-advice. A new...

Limited relief offered for 'unworkable' FDS requirements

By now every adviser, licensee and paraplanner would be well aware of the impending changes to annual opt-in, consents and ‘lack of independence’...

Alignment of interests and the value of human capital

One of the boxes ticked when selecting a fund manager is whether the investment team has its own money in the strategy, or even better, has ownership in the...

Credit Masterclass Summary

This report provides a short summary of each presentation and the key learning outcomes from the Credit Masterclass.