The Data Storm report from Marshan Consulting, commissioned by Elemnta, revealed that the somewhat inconsistent ...
While advisers search for new ways to improve their efficiency, a consultant argues that firms likely have areas in which they could improve – but they need to find the time to identify these points ...
FAAA chief executive Sarah Abood says the association hopes the new class of adviser “doesn't confuse people further” on the type of advice they are accessing.
Despite technology becoming pervasive in the advice process over recent years, a paraplanner of more than 20 years says advisers still struggle to properly utilise it.
The proposed $3 million super tax means advisers should start having conversations with clients around the need for alternative strategies and structures to achieve the goals around retirement, ...
It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.” As global equity markets surge and economic uncertainties loom, the pursuit of value has never ...
The professional service group has announced its acquisition of StrategyOne Advice Network as it continues to partner with ...
The financial services group has expanded its reach with its second equity partnership investment, saying there are more in ...
Embattled super fund Cbus has appointed Matt King in what it called the “critical role” of head of advice. King was ...
ASIC commissioner Alan Kirkland has continued the regulator’s cold-calling and inappropriate super switching campaign, ...
AI has quickly worked its way into advice technology, but how much should AI be taking on and how far will it go?
The corporate regulator has put “misconduct exploiting superannuation savings” right at the top of its list for enforcement ...