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....
Advice pricing should be the amalgamation of three layers – intangible value, services and advice, and structural complexity and additional value-add, according to a fina...
Most ongoing fee models do not recognise client complexity, the regulatory and legislative environment, varying business costs, and advisers are not valuing their advice ...
Instead of allowing a race to the bottom in terms of the cost of providing advice, financial advisers should be accurately assessing what their advice is worth and chargi...
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...