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Financial planning
Administrator Deloitte has shared how much Shield Master Fund investors could receive in estimated returns if the scheme is successfully wound up. ...
Financial planning
The strategic partnership with Oaktree Capital and AZ NGA is likely to pave the way for overseas players looking to enter the Australian financial advice market, accordin...
Financial planning
Deloitte’s Andrew Boal believes digital advice delivered by superannuation funds is years away yet from being able to solve the financial advice gap. ...
Funds management
Financial services leaders are “all cashed up with nowhere to grow” when it comes to M&A activity, according to Deloitte, with 90 per cent saying they have strong balance...
Funds management
As fund managers are urged to diversify their product ranges, they are finding a faster way to do this is via an acquisition of existing firms but experts say it is not w...
Financial planning
The wealth management sector is bucking the global trend of declining M&A and two industry-specific factors could mean it sees a further uptick in 2025, according to Delo...
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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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...