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

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

Cash ETFs not well understood by investors

20-Jul-2017

Cash-based exchange-traded fund (ETF) products had historically not been well understood by Australian investors, who would be well placed to turn towards defensive-themed ETFs ahead of a looming hike in interest ra.. Read More

Rents challenge working parents, pensioners

18-May-2017

Pensioners and working parents had been squeezed out of the rental market in metropolitan areas across Australia, according to the latest Rental Affordability Index (RAI). Released this week, the figures reveal.. Read More

AZ NGA expansion to benefit planners

16-May-2017

Financial planning practice acquisition model AZ Next Generation Advisory (AZ NGA) has expanded into accounting, a move which the group believed would allow advice practices to benefit from a range of new services ta.. Read More

netwealth, Sterling form new partnership

11-May-2017

Non-institutional platform provider netwealth has teamed up with Sterling Managed Investments to provide clients of dealer group Futuro Financial Services with more access to diversified portfolios. Netwealth .. Read More

Attitude to managed accounts needs changing

25-Aug-2016

Managed accounts should be treated as an advice solution rather than a product solution and were increasingly vital to the way in which dealer groups interacted with their clients, according to Shadforth Financial Gr.. Read More

Royal commission push polarises opinions

12-Apr-2016

The Financial Services Council (FSC) and Treasurer Scott Morrison have rejected the Labor Party’s call for a royal commission into financial services, branding such a move unnecessary and inefficient, while a p.. Read More

Findex broadens adviser service suite

30-Mar-2016

Findex Group has progressed the rollout of a family office model across its 120 advice offices nationwide and is undergoing a major technology project that will allow advisers to access client information across all .. Read More

Wealth transfer to fall short of expectations

15-Mar-2016

The highly discussed prediction of a mass intergenerational transfer of wealth by baby boomers to their children had been over-inflated as an idea and the outcome was likely to disappoint many Australians, according .. Read More

ESG reporting falling short

03-Mar-2016

Despite ASX recommendations on environmental, social and governance (ESG) disclosures that took effect almost two years ago, most listed companies still had a long way to go in improving ESG reporting, according to t.. Read More

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