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...
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...
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...
The wealth management industry is headed toward a consumer-focused business model and the trend will only be accelerated by disruptive technology giants....
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...
Advisers would be wise to understand online investing services given they are democratising investment and removing barriers to entry, Laura Dew finds....
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...
How much did IRESS pay Deloitte for this analysis? Not sure they are the arbiter of intelligent forecasting in this spac...
Article makes no comment that the advisers leaving industry are older and have many years of work an life experience w...
This article appears to overlook the fact that there must be a fairly large group of advisers who missed out on the expe...