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....
A new report has forecast how adviser numbers would look in five years’ time and the rate of expected annual growth....
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...
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”, ...
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...
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 ...
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...
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...
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...
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...
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...
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...
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 ...
The acquisition expects to be closed on 27 October, with Mainstream’s last trading day on the ASX on 18 October....
A report from the corporate regulator and Deloitte found platforms and research houses created barriers to entry, and managed accounts structures could potentially create...
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...