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The key to advice affordability
Making statements of advice shorter is not enough to compel clients to read them. Advice m...
Top 5 items on advisers’ to-do list for the new year
Advisers are preparing for a busy 2022, with an action list related to regulations that im...
We can’t have our cake and eat it
So, the government is now proposing to wind back the requirement for a degree for advise...
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Tech News
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‘Regulator has no idea’: Industry reacts to ASIC’s warning over SMSF crypto investments
The corporate regulator’s new warning about SMSF crypto investments has received a mixed...
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HUB24 reports record net inflows
The investment platform has reported healthy figures for the December quarter. ...
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Making SoAs shorter ‘not enough’ to make advice easier for clients
An “unhealthy obsession” with making statements of advice (SoA) shorter will not solve...
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Praemium posts record FUA figures
The listed managed accounts platform has released the results for its December 2021 quarte...
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Midwinter announces new head of advice sales
The advice technology provider confirmed the appointment this week. ...
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How the pandemic has strengthened the advisers-client relationship
Technology has strengthened an adviser’s capabilities and facilitated the creation of a ...
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Adviser interest in managed accounts continues to grow
A big spike in the number of managed accounts on BT Panorama has reiterated a growing advi...
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North portfolios pass $4bn in AUM
North’s managed portfolios have doubled since May this year. ...
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Praemium announces sale of international business to Morningstar
Praemium has entered into an agreement to sell 100 per cent of its operations in United K...
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HNW investors lack awareness and understanding of digital platforms
More than half of high-net-worth investors are still relying on spreadsheets to track th...
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HUB24 and Class announce updates to acquisition deal
The two firms have agreed to simplify the terms of the proposed acquisition. ...
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Wealth and asset managers set sights on automation
Manual processing and the availability of automated systems are among the top concerns f...
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Tech That Enhances Human Connection
Promoted by TSA Group Through the innovation of customer contact tech, TSA Group is trans...
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Advisers ‘overhauling’ client engagement systems in response to pandemic
Many financial advisers and wealth managers are “overhauling” their suitability system...
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ASIC launches financial adviser hub to increase regulatory certainty
ASIC has launched its financial adviser hub to increase regulatory certainty in the indust...
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BT Panorama sale ‘expected to take some time’
Westpac is set to commence the sale of BT Panorama early next year. ...
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