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...

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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...

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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...

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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....

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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...

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Features

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

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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 ...

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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

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks ago

Interesting. Would be good to know the details of the StrategyOne deal....

3 weeks 5 days ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

1 month 2 weeks ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 day 2 hours ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

3 weeks 3 days ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

3 weeks 3 days ago