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Brilliant Investment Thinking by Advisers for Advisers.
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‘So much wrong’ with CSLR, but Treasury not inclined to act

The industry has little chance of fighting through the legislative backlog and getting immediate wholesale change made to the ill-designed CSLR. There are...

What advisers want the new class of advisers to look like

The likely advent of a new class of 'simple' advice providers will reshape the industry ecosystem. According to FAAA members, there are four key issues that...

AI in advice a matter of how, not if: Complii

Advice groups may still be grappling with the best use cases for artificial intelligence tools, but the ones that aren't at least trying are at risk of being...

Investor trust in financial advice building at home and abroad

Consumer trust isn't something to be taken for granted, but reports from the UK, US and here at home are all pointing towards an uplift in trust levels around...

'Inefficiencies' the number one block to increasing advice practice profitability

There are significant tailwinds behind the financial advice industry at the moment, but some major obstacles are still preventing advice practices from taking...

'Reflect and reconsider': ASIC chair calls for complexity cull

The legislative threads surrounding financial services "look less like an elegant tapestry and more like a painting by Jackson Pollock", the ASIC chair said,...

'Pivotal moment' as greenwashing overtakes returns as key ESG concern

Amidst a healthy uptick in investment returns and consumer confidence, the ESG sector is coming to grips with increasing concern about greenwashing, which has...

Discovery and documentation the keys to sound compliance

While advisers and their licensees place most of their compliance eggs in the SOA basket, the real focus should remain on more robust client discovery and...

Jones announces immediate change to 'complex and confusing' CDR framework

Despite its potential and the massive investment behind it, the Consumer Data Right has had little impact due to a host of factors. Frustrated with its low...

FAAA doubles down on Indian advice tie-up through CFP partnership

As part of the strategic partnership, Indian CFP aspirants will have a pathway to gain qualifications that meet the Australian regulatory framework. It's a...

Industry innovates on advice access models while Govt dithers on reform

The move from Viridian and CFS to provide personal advice in a scaled manner highlights a growing willingness within the industry to fix its own problems in...

'More professional' adviser cohort sees AFCA complaint levels plummet

The amount of complaints against advisers that reach AFCA has plummeted in the authority's five years of operation, and it's not just falling adviser numbers...

FAAA resets strategic priorities for new advice era, with growth on the agenda

The merged association has added a new core driver to its strategic objectives for the next six years, with growing the profession now a top priority. But the...

Comprehensive advice demand surges in the US, average adviser manages $822M

The US advice system is the largest in the world, and the trend towards more comprehensive advice provision is a significant harbinger of a global shift...