Seven Megatrends That Will Change Financial Advice
Advisers are being urged to proactively adapt to changes in clientele, products, technology, and business structure to stay competitive, in a new report from Deloitte Access Economics in collaboration with Iress.
The Advice 2030: The...
Public Inquiry into Dixon Advisory Essential
A public inquiry into Dixon Advisory is essential, according to the FAAA.
In a LinkedIn posting the association’s Phil Anderson says that with a potential cost to the financial advice profession of $135m for the...
Latest Poll – AI as Part of the Solution?
Our latest poll challenges you to consider the impact that artificial intelligence will have on your advice business in future.
This conversation flows from our report on the vision shared by Vital Business Partner's David...
Separation of Rhombus Advisory Completed
Insignia Financial completed the separation of Rhombus Advisory on 1 July 2024 but will continue to have an equity stake in Rhombus Advisory’s advice licensee business.
Rhombus Advisory comprises the Consultum, RI Advice and Tenfifty...
Advisers Not Ready for the Great Wealth Transfer
A survey out of the UK has found 69% of advisers there don’t have a plan to work with the next generation of clients – who are in line to inherit the wealth of...
How AI Can Transform Advice Practice Efficiency
Our report on the prediction that every financial adviser will have an AI 'co-pilot' to assist and work with them in future drew much reader interest this week...
VBP’s David Carney sees a future where...
MetLife Certified as ‘Great Place to Work’
MetLife Australia has announced it’s been certified by Great Place To Work, noting the award is based entirely on what current employees say about their experience working at the company.
This year 73% of employees...
Queensland Adviser Permanently Banned
ASIC has permanently banned Queensland-based financial adviser Anass “Caesar’ Abdalla from providing any financial services, performing any function involved in the carrying on of a financial services business and from controlling an entity that...
FAAA Congress to Focus on Performance and Innovation
The second annual FAAA Congress will provide financial advisers with insights and tools to succeed in an evolving industry, the association says.
Under the theme 'Power Up', the Congress will be held in Brisbane from...
Substantial Increase to Average IP Premiums
News that average IP insurance premiums have experienced a hefty increase over the last five years generated strong reader interest this week...
Average retail income protection insurance premiums have experienced more than a 50% increase...