FINANCIAL SIMPLICITY

Expert Analysis

To thrive in today’s advice world, a new role of ‘investment proposition owner’ can look beyond investment returns and demonstrate value to a client, writes Stuart Holdsw...

Financial planning

While guidance for advisers is welcome, the onus is also on the Government to educate consumers on how much weight they should give finfluencers versus licensed professio...

Features

The guidance from the regulator on social media influencers has been welcomed but help is also needed to ensure consumers understand the risks of their content, writes La...

Financial planning

The wealth management industry is headed toward a consumer-focused business model and the trend will only be accelerated by disruptive technology giants....

Financial planning

The combination of the consumer data right legislation and distributed ledger technology will give consumers the ability to control their wealth management data, taking p...

Features

Advisers would be wise to understand online investing services given they are democratising investment and removing barriers to entry, Laura Dew finds....

Financial planning

Financial advisers have an opportunity to create value by taking more responsibility in the investing process and lowering costs at the same time, according to Financial ...

Features

While finfluencers are on the rise and targeting younger investors, this presents an opportunity for advisers to help investors separate the information from the noise, w...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 4 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 6 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 4 days ago
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