ADVICE GAP

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....

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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...

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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...

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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

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago