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Brilliant Investment Thinking by Advisers for Advisers.
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Stability, simplification, abolition of Safe Harbour, FDS proposed

"We are at a critical crossroad, with an aging population, and the "Great Australian Wealth Transfer" at our doorstep" explained Lifespan Financial Planning...

Funding model, wholesale test lead FPA's election platform

The Financial Planning Association (FPA) has outlined its policy platform, or target areas for the next Federal Government.

Practifi looks to expand its Australian footprint

Move over Salesforce; Australian wealthtech provider Practifi has announced its plans to expand further into the Australian market following extensive...

Reframing advice with technology

According to a new report from EY, How will you reframe the future of advice if today’s client is changing?, the global market for wealth advice is...

Grim picture for financial advice in latest Landscape report

Key findings from the Australian Financial Advice Landscape Report 2022 have painted a grim picture for the financial advice industry, predicting higher client...

FinClear set to launch private market trading platform

Magellan’s investment in fast growing fintech FinClear is becoming more prescient by the day, with the company this week announcing they will shortly be...

Advisers have become 'overly reliant' on capital growth to drive returns

“It’s not about forecasting if it is going to rain, one should always carry an umbrella” explained Hugh Selby-Smith when discussing the...

For advisers, going digital is more than a Zoom meeting

“Change in the asset and wealth management industry is now accelerating at an exponential rate.” That’s the assessment of Australia’s...

Financial Planning Association backs finfluencer crackdown

ASIC’s recent crackdown on “finfluencers” spruiking online financial advice through social media channels without proper licensin, has been...

Switch to regtech - ASIC to finfluencers

ASIC says Regtech could be a great solution after it effectively banned finfluencers from giving unlicensed financial advice with hefty prison time and...

The most important measure of manager performance

The proliferation of data and information has done little to improve the outcomes of self-directed investors. With information on almost any issue and a social...

Financial advice lessons from Billions

While watching one of the most popular TV series in recent years, Billions, which follows the story of hedge fund billionaires, you wouldn’t necessarily...

How will the Federal Budget affect your client's portfolio?

The Federal Budget unveiled this week was clearly intended to be an election-winning budget prepared to win over the public with many of its generous promises....

Stockbrokers association drops financial advice monitor

The Stockbrokers and Financial Advisers Association (SAFAA) is changing its name to the Stockbrokers and Investment Advisers Association (SIAA). The subtle...