Access at heart of fixing broken advice model

07-Sep-2017

The contemporary model for advice accessibility was “broken”, meaning financial planners must look for new opportunities to reach the broader pool of unadvised Australians, according to fintech start-up N.. Read More

Macquarie robo launch aims for unadvised

19-Feb-2016

Macquarie this week launched its robo-advice tool, OwnersAdvisory, targeting investors seeking customised online portfolio advice. OwnersAdvisory was aiming to service the 80-plus per cent of unadvised Australi.. Read More

AMP profits up as wealth business transforms

19-Feb-2016

Net profits at AMP rose 10 per cent in the full year to December 2015, driven by strong performance in its wealth business as the group has focused on increasing efficiency for advisers. AMP reported a net profi.. Read More

Accountants not confident in advice skills

17-Feb-2016

The vast majority of accountants did not have faith in their ability to provide advice services, according to a research report from Bstar. The company’s “2016 Accountants Research Report” foun.. Read More

Rubik appoints former IRESS exec

17-Feb-2016

Adviser software provider Rubik has announced its fourth major hire for the year, appointing IRESS’s former product manager for its Xplan software, Emily Chen, to the newly created role of head of product for w.. Read More

Better budgeting key to financial freedom

17-Feb-2016

The majority of advisers believed budgeting was the main skill clients needed to master to achieve their financial goals, according to new research from Yellow Brick Road. A survey of the company’s network.. Read More

IRESS promotes from within

16-Feb-2016

IRESS has appointed a member of its product experience team to the newly created position of product executive for wealth management. Jacqui Lennon, who joined the group in July last year and previously held a s.. Read More

Aligned businesses key to good sale

09-Feb-2016

Aligned product providers and competitors would see the most strategic value in purchasing a financial planning business and therefore should be considered as part of a business owner’s succession plan, accordi.. Read More

Knowles to head new IRESS product division

09-Feb-2016

IRESS has promoted executive general manager for wealth products Aaron Knowles to the newly created position of group executive for product. In his new role, Knowles, who has worked at the company for over a dec.. Read More

Advisers must engage to retain younger staff

22-Dec-2015

Financial advisers must be willing to embrace new methods of employee engagement if they are to retain staff of the younger generations and ensure their business is sustainable for the future. Speaking to financ.. Read More

Not all PI insurance up to standard: ASIC

15-Dec-2015

An ASIC review has found some professional indemnity (PI) insurance policies currently held by Australian financial services (AFS) licensees do not meet the requirements of Regulatory Guide (RG) 126. This was de.. Read More

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