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Adviser losses not reflective of industry progress
The beginning of 2020 has been dominated by headlines of mass adviser departures from the industry, with the number of registered advisers having fallen to...
How WealthO2 added an 'X factor' in board restructure
A small coterie of now well-heeled technology entrepreneurs is responsible for much of the progress seen in that segment of the Australian investment advice...
WLTH enters ultra-competitive digital lending market
WLTH is a brand-new financial services neo-platform providing Australians with a smarter, sustainability-focused solution to financial products but particular...
Can equities still be rewarding in 2021?
In the final weeks of the year, there appear the inevitable reports on what eventuated in 2020, coupled with the near-universal view that 2021 is lining up as...
Riding the digital wave
Franklin Templeton and Quantifeed’s plans to lead the digital advice sector Alex Ypsilanti, CEO and co-founder of Quantifeed, and James Verner,...
Advisers regain control of their future
To say the last few years have been testing for advisers would be a gross understatement. The reverberations of the Hayne Royal Commission, which highlighted...
Annual opt-in confirmed, but more flexibility
It was a busy day for the Federal Government, announcing the proposal to disband FASEA, introduce lack of independence disclosure requirements and then...
FASEA to be disbanded, exam still required
2021 may be shaping up as the ‘Year of the Financial Adviser’. After what has been a tumultuous and stressful few years for the industry, promises...
TPB review highlights over-regulation of advisers
Whether it’s due to the long delay on Parliamentary sittings or the realisation that financial advisers had become regulatory gymnasts, it seems the tide...
The winning formula
In a year when a global pandemic, recession and record-low interest rates took centre stage, a growing number of specialist managers, including many...
Superhero, Robinhood.....Sharesies?
The Kiwi counterpart of US online direct investment platform Robinhood is sounding out the Australian market for possible expansion. Brooke Roberts, co-founder...
Is affordable advice possible post the Royal Commission?
The Banking Royal Commission was a watershed moment for the financial advising industry, and almost two years on, has there been change? In one word, yes. Too...
Advice regulation evolving before our eyes
It’s been a busy few years for the financial advice industry and its regulators, including the Australian Securities and Investments Commission (ASIC)....
Is your portfolio ready for 2021?
This year’s Sohn Hearts & Minds Conference, an annual one-day event that brings the finance and investment community together, saw a select group of...