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Brilliant Investment Thinking by Advisers for Advisers.
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SOA much more to advice than just the statement

“Everyone has a plan until they get punched in the face.” While not known for his financial advice, Mike Tyson’s famous quote likely resonates with those...

Like Melbourne weather, adviser education standards change again

Not happy with the government's settings on adviser education standards? Well, wait five minutes and they'll change. Is the latest change a return to the bad...

Good roadmap needed for updated AML law

In September last year, the Australian government fixed a glaring anomaly in the country’s laws, under which Australia had embarrassingly fallen short of...

When risk rises, stick to the plan

A sound investment framework and coherent plan is always advisable, but it's particularly important when markets are gyrating.

Why a regional base is a 'superpower' for this advice firm

Despite the success of this regional advice firm, advisers like Kane Leersen aren't out to rule the world. Instead, they have an ambition to "grow by good" by...

Data and technology the key growth (and risk) areas for advice in 2025: EY

While firms are focusing on improving their operational capability and leveraging good technology to make their practice more efficient, this ambition needs to...

FAAA slams 'almighty go-slow' on CSLR/Dixons inquiry

While the second tranche of DBFO reforms remain stuck in parliamentary mud, an inquiry into the CSLR design and Dixons Advisory scandal is already falling...

Regulatory pendulum has 'swung too far': FSC

As a result of reform failures, the industry and its consumers are now enduring the "costly overhang" of poor regulatory design and regulation, the council...

Advice reform and tax 'razor gang' lead FSC's economic growth agenda

While the council's plan for broad tax reform will grab headlines, its three recommendations for the advice industry have the potential to radically uplift the...

'Tale of two halves' for advice industry showing signs of new growth

The industry's struggle to identify new talent is likely to continue, but the outflow of advisers has slowed considerably. And there are plans to source talent...

Surging appetite for episodic advice validates government's DBFO plan

The government's plan to offer more flexibility around simple and scoped advice dovetails well with the advice format consumers prefer, according to new...

'But for' compensation stoush brews between the FAAA and AFCA

AFCA stands by the use of its "But for" methodology to calculate compensation payments, despite the FAAA's protestations. Clients will get paid what they lost,...

New class of advisers limited to prudentially regulated products: Jones

Most of what Jones announced was already known, including a new class of advice. But a few key elements – related to adviser education, product limitations...

Shield Master Fund investigation has ASIC worried about adviser 'professional judgement'

"I wish I could say this is an isolated example," Kirkland said, explaining the regulator's concern about a small cohort of advisers who transfer client funds...