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Brilliant Investment Thinking by Advisers for Advisers.
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The unseen toll on financial advisers

Despite the emotional expenditure required to hold someone's hand in the darkest hours of their life, whilst retaining a high degree of professional acumen, it...

Advice review outcome a boon for consumers, not just advisers: SMSF Association

A principled approach to advice regulation is clearly the way forward for advisers, Neil Sparks says. But what's missing in the discussion is how beneficial...

Are we still building portfolios for a zero-rate environment?

Interest rates were never meant to be so low for so long. Wattle Partners principal Drew Meredith ponders whether the hangover has some investors lagging; are...

Adviser-to-client ratios reach upper limit, with tech marked as the saviour

There are now an average of 120 clients per adviser in Australia - a number not seen since 2013. While the declining adviser cohort is a factor, so is the...

Gravitation of advisers to the city a function of business models: Wealth Data

Whether an adviser is based in their state's capital city or not has more to do with their chosen business model than anything else, according to new research...

'Adapt or fail': 16pc of asset managers to vanish by 2027: PwC

While PwC expects the asset and wealth management sector to see a rebound in assets under management by 2027, it predicts a vastly changed landscape in which...

Opportunities abound, but don't let recency bias have the last laugh

Investors and advisers have a tendency to extrapolate recent events into the future, and the last six months have shown how dangerous this can be. For those...

Regulators skewer super funds for slow progress on retirement income covenant

A joint review conducted by ASIC and APRA was scathing of funds' collective attempts to meet their new legal obligation to help fund members plan for...

Jones grilled by Queensland advisers on QAR and skyrocketing advice levy

The minister was peppered with questions about phases 1 and 2 of the the government's advice review response, as well as specialist accreditation and data...

'Unconscionable conduct': AMP lambasted in first round of BOLR battle

The judge was satisfied that Equity suffered "loss and damage" as a result of AMPFP's breach of contract, while the language used for the licensee's treatment...

Review into ASIC funding model recommends levy discount cut and... another review

While finding that more research is needed to determine if the "definitions, metrics and formulas" used to calculate levies remain...

Experienced adviser pathway... is it a free pass?

The advisers taking advantage of the government's decision to provide a free pass on education would do well to remember that future governments might not be...

All taste, no calories; For some advisers, SMAs have a clear edge over MDAs

SMAs provide most of the benefits of managed accounts, without the costs and additional investment in asset consultants, 3rd party MDA licensee arrangements,...

Up to $1,250 per adviser: FAAA flags 'onerous' scheme of last resort costs

The controversial, long-delayed scheme doesn't protect consumers from high profile managed investment scheme failures like Sterling and Timbercorp, FAAA CEO...