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Brilliant Investment Thinking by Advisers for Advisers.
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The marketing tool that’s putting wind in the sails of growing advice groups

Public relations executive Abbey Minogue has had remarkable success advising financial firms on content marketing strategies to support their growth. As...

CFD market 'active' again after ASIC crackdown

Contracts for difference are sophisticated investment tools that can magnify both gains and losses, which is why the regulator

Adviser numbers begin long, slow climb north again

There's a pattern to the way adviser numbers oscillate around the end of the financial year, but there's nothing common about the movement in the licensee...

Older, more productive advisers are earning less money... for now

The average financial adviser is older and brings in more revenue than they did a year ago, but that hasn't translated into a fatter salary according to data...

'This can't be left here': FAAA calls for public inquiry into Dixons

There are several aspects to the treatment of the case that don't add up, the association's policy lead says, and a transparent public inquiry is more than...

US leads platform consolidation trend, with Australian advisers set to follow

As platform technology develops, the race to become the one dominant platform for Australian advisers is just heating up. In the US, it's already well...

Portfolio drift remains a clear and present danger for client portfolios

The traditional method of protecting client portfolios from drift remains entirely valid. It's ostensibly cheaper to run portfolios without managed accounts,...

'Process over prediction': What high-conviction teams have over their speculative peers

By avoiding market forecasts and not making prognostications based on macroeconomic conditions or political changes, the Claremont team is able to focus on...

Why breaking your advice business could be the best thing for it

The solutions to practice inefficiency might be completely foreign, but the challenges of service delivery have a habit of changing, so the methods employed to...

Advisers slugged with $2,878 levy as industry gets behind funding model reform

The government now has two internal reports recommending an overhaul of the industry funding model. Yet they appear destined to sit on the shelf "gathering...

Adviser tech spend set to surge as reporting, and client portal needs grow

Advisers now spend a staggering amount on technology in an effort to keep up with efficiency needs and client expectations. Security is still front of mind,...

Two tweaks to DBFO bill set industry at ease on super in advice rule changes

The government addressed perceived ambiguity around advice fee deduction from member accounts by pulling out two statements from the bill that essentially...

Final tally for FY24 adviser numbers revealed

Just when the quantum of registered advisers will bottom out is anyone's guess, but the final tally for FY24 could hardly be encouraging for a government...

Super fund and limited license adviser losses prove a drag on numbers

The large advice provision models are holding up in terms of personnel, but super funds and tax advisers are repositioning their offerings as the cost to serve...