Feature: Technology in 2017

09-Jan-2017

The burgeoning intelligence of adviser platforms and digital advice software has resulted in a greater pivot towards customer engagement and efficiency as financial planners look towards further avenues of automation.. Read More

Feature: Technology in 2017

09-Jan-2017

The burgeoning intelligence of adviser platforms and digital advice software has resulted in a greater pivot towards customer engagement and efficiency as financial planners look towards further avenues of automation.. Read More

Feature: The ‘sleeping giant’ of educational standards

03-Nov-2016

Incoming professional standards legislation and educational requirements for advisers will start on 1 January 2019, heralding a new era as the industry increasingly moves away from its product-focused beginnings towa.. Read More

Feature: Temperature rises as AFA vote looms

30-Sep-2016

Next week’s extraordinary general meeting of the Association of Financial Advisers (AFA) will see the culmination of one of the financial advice industry’s biggest internal conflicts in recent history. .. Read More

Feature: Fintech and financial planning

30-Jun-2016

As technology continues to disrupt industries from tourism to transport, much has been made of the promise of new entrants and fintech start-ups within the realm of financial advice. With more and more new-age f.. Read More

Feature: The evolution of managed accounts

05-May-2016

It’s rare to have a discussion with a major advice group, fund manager or platform provider these days without the words ‘managed accounts’ being uttered. Billed as the middle way between a po.. Read More

Feature: Global equities in 2016

15-Jan-2016

A number of events in the closing weeks of 2015 are expected to cast a long shadow over global equities markets in the year ahead. Insights from several market commentators reveal markets will generally experie.. Read More

Feature: Regulation in 2016

14-Jan-2016

As much of the financial services industry waits nervously to find out what impact the proposed life insurance framework (LIF) reforms will have on business, many also acknowledge 2016 could mark the beginning of a brigh.. Read More

Feature: Australian equities in 2016

11-Jan-2016

There are bright spots on the local market for 2016, although spectacular falls in commodity prices in 2015 combined with the market’s gloomy start to this year have significantly dampened the 12-month outlook .. Read More

Budget 2014/15 wrap-up

15-May-2014

Hockey ends age of entitlement (http://www.financialobserver.com.au/articles/hockey-ends-age-of-entitlement) Treasurer Joe Hockey has announced a levy for high-income earners as well as a raft of tax changes to .. Read More

Feature: A social network

14-Mar-2014

Financial planners have always found it beneficial to integrate themselves into networks where they can get to know prospective clients before starting a professional relationship. Now, the evolution of social media .. Read More