DELOITTE

Financial planning

A new report has forecast how adviser numbers would look in five years’ time and the rate of expected annual growth....

Funds management

Mergers and acquisitions in the Australian financial services industry are expected to continue surging, with M&A leaders looking to double the number of deals they are p...

Financial planning

Deloitte’s Andrew Boal believes there is a role for financial advisers to help clients understand longevity literacy as retirees find themselves “asset rich, cash poor”, ...

Financial planning

The development of a broad array of innovative products should not be first priority for the industry when it comes to retirement and could drive up the cost of financial...

Life/Risk

The declining volume of risk advisers meant KPMG has found a rising lapse rate for insurance policies arranged by independent financial advisers, particularly in the TPD ...

Financial planning

Industry experts have shared a snapshot of what an AI-enabled advice industry could look like in the coming years when it comes to productivity, investments and the platf...

Financial planning

Innovation might be an opportunity cost borne by Australia’s regulatory environment, however some consumers may place more value in the human element of advice, according...

Policy & Regulation

As M&A activity continues to re-shape the wealth and superannuation landscape, experts have highlighted key regulatory questions for firms to keep in mind when completing...

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Funds management

Three-quarters of chief financial officers are feeling optimistic about the current financial prospects of their company but challenges in the economic environment mean t...

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Financial planning

Firms in the wealth management and superannuation space must be wary of putting themselves at risk of non-compliance by taking a reactive rather than proactive approach t...

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Features

New legislation that aims to improve the living standards of millions of Australians in retirement falls squarely onto the shoulders of wealth advisers and trustees, writ...

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Funds management

The optimism of Australia’s chief financial officers continues to bounce back from the COVID-induced shocks of 2020 despite 95% viewing uncertainty levels as higher than ...

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Funds management

The acquisition expects to be closed on 27 October, with Mainstream’s last trading day on the ASX on 18 October....

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Financial planning

A report from the corporate regulator and Deloitte found platforms and research houses created barriers to entry, and managed accounts structures could potentially create...

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Financial planning

The gender pay gap has widened to 14.2%, the largest full-time weekly wage gap since 2016 as more women exit the workforce....

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MARKET INSIGHTS

James Patterson

How much did IRESS pay Deloitte for this analysis? Not sure they are the arbiter of intelligent forecasting in this spac...

21 hours ago
Howard Elton

Article makes no comment that the advisers leaving industry are older and have many years of work an life experience w...

2 days 4 hours ago
Peter Robinson

This article appears to overlook the fact that there must be a fairly large group of advisers who missed out on the expe...

2 days 4 hours ago

ASIC has secured travel restraint orders against a financial adviser while he is the subject of an investigation into alleged financial misconduct....

4 days 22 hours ago

Insignia Financial has unveiled a new operating model and executive team, including a new head of advice, while three senior executives are set to depart the licensee....

2 weeks 2 days ago

Analysis by Chant West of the annual performance of growth superannuation funds has uncovered which ones see the best performance....

1 week 1 day ago