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Neil is the Deputy Editor of the wealth titles, including ifa and InvestorDaily. Neil is also the host of the ifa show podcast.
BT Panorama managed accounts FUA up 68%
The wealth platform says advisers taking up managed accounts (MAs) solutions on BT Panorama have driven its growth in the last quarter.
NEWS • Mon, 14 Feb 2022
Technology adoption in advice accelerated by 5 years due to pandemic
The COVID-19 pandemic has drastically accelerated the adoption of technology in the advice sector.
NEWS • Thu, 03 Feb 2022
How to choose the right technology for your advice business
Financial services minister Jane Hume stood in front of a (virtual) room of financial advisers this year and assured them they had nothing to fear from technology.
BLOG • Thu, 03 Feb 2022
Class shareholders approve HUB24 acquisition
Class shareholders have approved the arrangement under which HUB24 will acquire all the shares in Class.
NEWS • Tue, 01 Feb 2022
Digital advice ‘central’ to upcoming Quality of Advice Review
The adoption of digital advice is crucial if the goal of the upcoming Quality of Advice Review is to achieve “high quality, accessible and affordable financial advice for ...
NEWS • Mon, 31 Jan 2022
‘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 reaction.
NEWS • Wed, 19 Jan 2022
HUB24 reports record net inflows
The investment platform has reported healthy figures for the December quarter.
NEWS • Tue, 18 Jan 2022
The key to advice affordability
Making statements of advice shorter is not enough to compel clients to read them. Advice must be presented differently to increase client engagement, understanding and ...
BLOG • Sun, 16 Jan 2022
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 impact their business and professional development, as well as future ...
