DELOITTE

Features

A new report has unearthed seven key megatrends that financial advisers need to prepare for to stay ahead of the game and not be left behind by peers....

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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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

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Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

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gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

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The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

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Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

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Platform HUB24 has taken a minority stake in an alternative investment company to design and offer a range of alternative products to financial advisers. ...

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