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Nothing off the table as wealth consultants face shake-out: JANA
The first shots have been fired in a transformation of a “cottage industry” wealth industry that is being forced by clients demanding more sophisticated...
Swimming with FIS: Navigating the data ocean
The investment industry has a problem: it is drowning in a digital ocean of data. From a regulatory point of view, advisers need to collect a huge (and...
EOFY on the horizon? Top five practical tips for advisers
The end of the financial year is here. For many it is a flurry of activity and last-minute scrambling. For financial advisers, this is the time to shine. This...
Genium’s playbook for a changing advice landscape
As the financial advice sector grapples with structural upheaval, shrinking adviser numbers and rising client expectations, Genium Investment Partners is...
The golden rules of resilience: Escala’s blueprint for advisers in volatile markets
Market volatility is not a new challenge—it’s an enduring feature of the investment landscape. But for seasoned advisers like Scott Carmichael and Ben...
Built for advisers: Inside Mercer’s scalable and tailored portfolio platform
In a market environment marked by growing complexity, evolving client needs and tighter margins, the ability to design investment portfolios that are both...
Assetora builds a platform for growth in alternatives
With a couple of difficult years receding in the rearview mirror, reconstituted investment platform company Assetora is enjoying having only the normal...
The common faux pas financial advisers need to avoid
Financial advisers often make unintentional mistakes that can damage client relationships and trust, according to recent research by Morningstar.
Filling the advice gap, with the human touch optional
There is no doubt that Australia has an advice gap, and it is arguably getting worse. Digital advice stands ready to fill a big part of the gap, and it can...
Individual sleeves show the portfolio tailor's skill
For financial advisers, balancing the need for personalisation with the imperative for scale has long been a core challenge. However, the use of modular...
The hidden engine behind advisory growth
As the wealth management landscape evolves, leading financial advisers are no longer just portfolio managers, they are strategic business operators. In this...
Smaller platforms have starred on ASX, but brokers back them to keep rising
Since the banking and financial services royal commission, smaller, independent, specialist wealth platforms have been able to grow their market share at the...
Platforms rise to multi-pronged set of challenges
The advice community is being well-serviced by platforms, according to the research house Investment Trends’ 2024 Platform Competitive Analysis &...
ASIC right to get to grips with private markets
The release of a landmark report by corporate and financial regulator the Australian Securities and Investments Commission (ASIC) into the nation’s rapidly...