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Brilliant Investment Thinking by Advisers for Advisers.
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Adviser levy relief delivered by Frydenberg

Some positive news was delivered to the financial advice industry this week with the ASIC Supervisory Levy to be reduced to 2018-19 levels. The announcement...

Dealing with design and distribution obligations

It’s a wonder that financial advisers have much time to actually provide advice to their clients in 2021. Following a whirlwind of regulatory changes,...

Advised clients outperform

Russell Investments has released the findings from its fourth annual Value of an Adviser Report, which validates the true value that financial advisers provide...

Attention advisers: Stop undercharging

Listening into a webinar this week, there was an extensive discussion about the fact that very few, if any, financial advisers in the industry are pricing...

Five must-haves for every advice business in 2021

Building a successful financial advice business is a hard slog these days, especially considering the regulatory requirements, rising costs, increased...

Adviser associations band together

Eight of Australia’s largest financial advice industry associations have joined forces to oppose the design of the compensation scheme of last resort,...

Eight ways to win more HNW clients

High-net-worth (HNW) investors are the holy grail for any competent financial adviser. These are typically educated, experienced professionals and business...

First Sentier commits to a gender target for investment teams

The Financial Services Council (FSC) has introduced its Women in Investment Management Charter (WIM Charter). The purpose of the WIM Charter is to help...

Advice in the age of free trading

“If something is free, you are the product” This quote attributed to sculptor Richard Serra in 1973 was well ahead of its time, but offers a unique...

Did you give your clients a bit of the Afterpay magic?

Afterpay (ASX:APT) has been one of those rare share market success stories, where a start-up, having listed at $1.00 in May 2016, successfully develops a...

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...