FUTURE OF ADVICE

Financial planning

Servicing 200 to 300 clients will be the future for financial advice as long as the technology stack is up to scratch, according to an adviser....

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Expert Analysis

Advisers should stop trying to ‘do it all’ and know when to outsource to other professionals, writes Scott Fitzpatrick, allowing them to focus on the advice....

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Financial planning

Financial advice needed to focus on improving the value of advice, rather than focusing solely on the cost, according to a panel....

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Financial planning

Regulatory reform, technology and some form of subsidisation are needed to fix advice, according to the FPA chief executive....

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MARKET INSIGHTS

Alex

Planners will be in short supply, with only 376 in FY23–24. In my experience, of this number, only around 20% to 30% wi...

7 hours ago
Peter James

As usual there is no delineation in the article between risk specialist advisers and investment specialist advisers. Thi...

8 hours ago
Mark Harris

Is he serious, improvements from legislation change, all I see is more ASIC compliance and higher costs, this government...

9 hours ago

Insignia Financial has unveiled a new operating model and executive team, including a new head of advice, while three senior executives are set to depart the licensee....

1 week 5 days ago

The $280 billion Australian Retirement Trust is the first superannuation fund off the block to report its performance for the 2023-24 financial year....

3 weeks 1 day ago

Analysis by Chant West of the annual performance of growth superannuation funds has uncovered which ones see the best performance....

5 days 3 hours ago