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Viola nabs high-profile family office adviser Angus Mann
Another significant recruit has joined the new venture, with ex-Mutual Trust family office adviser Angus Mann bringing a wealth of experience and a reputation...
Data and technology the key growth (and risk) areas for advice in 2025: EY
While firms are focusing on improving their operational capability and leveraging good technology to make their practice more efficient, this ambition needs to...
FAAA slams 'almighty go-slow' on CSLR/Dixons inquiry
While the second tranche of DBFO reforms remain stuck in parliamentary mud, an inquiry into the CSLR design and Dixons Advisory scandal is already falling...
Regulatory pendulum has 'swung too far': FSC
As a result of reform failures, the industry and its consumers are now enduring the "costly overhang" of poor regulatory design and regulation, the council...
Why women will get 95 per cent of the US$54 trillion spousal wealth transfer
By dint of the fact that they have longer life-spans, women are set to receive the vast majority of spousal inheritances in the next quarter century or so. For...
ETFs soar on face value and market performance, despite elevated risks
Whether there's an ETF bubble brewing or not is moot, and the debate only obfuscates the real risks. When markets do recalibrate, how will a new generation of...
Claims of Div 296 tax consultation 'confusing': SMSF Association
The association has hit back at spurious claims from the Treasurer that the government conducted "heaps of consultation" on its proposed tax for super balances...
Defined returns fund can soften retiree pain in next market turn: Atlantic House
The market will turn at some point, which puts a number of dangers in front of retirees. Australians have historically been wary of structured products, but a...
Advice reform and tax 'razor gang' lead FSC's economic growth agenda
While the council's plan for broad tax reform will grab headlines, its three recommendations for the advice industry have the potential to radically uplift the...
Advice reform and tax 'razor gang' lead FSC's economic growth agenda
While the council's plan for broad tax reform will grab headlines, its three recommendations for the advice industry have the potential to radically uplift the...
Advisers pushing for more support and education on ETF product set: Cerulli
The US and Australian advice systems may not be completely analogous, but ETF usage is surging across both markets and the need for more resources is becoming...
Bucket investment strategies can miss the alternatives nuance: Invesco
Without appreciating or accounting for nuances in the multitude of modern day investment types, opportunities are missed for optimal portfolio management...
Global alternatives managers home in on HNW investors despite four key risks
The democratisation of alternative assets into retail markets is nothing new, but the fact that it is accelerating brings into focus the risks that are now...
Lower mid-market PE leaders canvas financial advice investment avenues
Two big factors make the case for investment in a financial advice business – or one that supports the industry – compelling, the Brisbane-based PE...
Why more women are investing, and why they're better at it than men
The pace of change may be "tepid" but more women are investing than ever, and the research confirms this benefits both individuals and the broader society....
'Tale of two halves' for advice industry showing signs of new growth
The industry's struggle to identify new talent is likely to continue, but the outflow of advisers has slowed considerably. And there are plans to source talent...