Advice version 2.0


Australia’s financial planning industry has reached a tipping point, with a number of industry players suggesting now is the time to act in the areas of scaled or modular advice, online advice and helpline advi.. Read More

Feature: Estate planning


While estate planning has traditionally been the domain of lawyers, the financial planning industry’s shift toward a more client-centric model in the wake of the Future of Financial Advice reforms has seen a gr.. Read More

Feature: Technology in 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


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


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


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


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


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


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


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


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

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