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ATO access could slash adviser admin time
A number of industry bodies have argued financial planners should be given access to their clients' ATO information in order to streamline the advice process.
NEWS • Thu, 04 Feb 2021
Making the leap to keep advice affordable
The removal of commissions has made it tough to provide basic services to clients without having to charge for full advice. With this in mind, one adviser decided to ...
NEWS • Wed, 03 Feb 2021
Ex AFA GM joins robo advice firm
A digital advice provider has appointed a former AFA general manager of partnerships to head up its sales efforts in the Asia Pacific region.
NEWS • Wed, 20 Jan 2021
Data access kneecapping licensee progress
A lack of consistent compliance data across advice licensees is causing the costs of doing business to rise, meaning platforms need to play a greater role in this field, ...
NEWS • Fri, 15 Jan 2021
How the industry can embrace innovation and tap into data to unlock member engagement with super funds
With an estimated 70 percent of Australians still not accessing financial advice and increasing numbers of financial advisers exiting the industry, we believe there is an ...
BLOG • Wed, 13 Jan 2021
Challenges and opportunities for advisers in 2021
After a year of challenge, advisers might be hesitant to acknowledge that 2021 might prove to be more of a mirage rather than the promised land of calm that many had ...
BLOG • Wed, 06 Jan 2021
How this graduate adviser wrote her own PY program
While many practice principals are keen to bring new blood into their business, they often don’t have the time to devise a compliant professional year program that can ...
NEWS • Wed, 30 Dec 2020
How COVID removed barriers in financial services
The COVID crisis has bought leaders in financial services and advice out of their "ivory tower" and allowed better communication with staff and clients, the head of a ...
NEWS • Mon, 28 Dec 2020
Are you ready for advice fee consent reforms?
This month the Financial Sector Reform (Hayne Royal Commission Response No. 2) Bill 2020 was officially introduced and read in Parliament.
BLOG • Mon, 21 Dec 2020
