ADVICE GAP
Financial planning
With the high cost of advice keeping young Australians locked out of advice, a fintech provider has said digital advice is key for licensees to capture this unadvised dem...
Editorial
As the industry awaits government action on Michelle Levy’s recommendations, one big question looms: Why are so few Australians getting financial advice?...
People & Products
Tasmanian financial planning firm Ford Scott has engaged online advice business Otivo to bridge the industry-wide challenge of unaffordable advice and orphaned clients....
Financial planning
There is a reluctance from high net worth Australian investors to use investment advisers and an unmet advice gap in inheritance and estate planning, and strategies to re...
Financial planning
The unmet advice needs gap brought by the increasing regulatory burden will diminish access to investment opportunities and inevitably impact capital concentration and co...
Financial planning
Giving once-off advice is still costly for advisers to provide and will not solve the pricing issue which has come out of the rising cost of advice....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...