Opinion

The missing piece in the advice accessibility puzzle

Treasury’s bumper 50-page Quality of Advice Review Issues Paper covers everything from digital advice to the accountants’ exemption but misses the...

Using portfolio compliance as a tool to demonstrate the value of advice to your clients

As we lament the challenges of dealing with both the increased regulatory burden of delivering advice and demonstrating the value of advice in a ‘fe...

What Australia can learn from the United States’ booming financial advice sector

In the United States, the advice industry is booming. Buoyant equity markets and fixed income yields have helped swell assets under management (AUM) a...

It’s time to make super projections more accurate and meaningful

Changing member behaviour and improving engagement could be as simple as overhauling RG 229 superannuation forecasts. ...

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Opinion

More retirees means more demand for financial advice, not less

Much of the focus of financial advisers until now has been on helping people accumulate and manage their wealth ahead of retirement. But perhaps the m...

Opinion

Why you should see your clients less, not more

Let’s face it. Starting and running a financial planning practice is hard work. It often takes years just to break even. As you grow bigger, you fac...

Opinion

5 top tips if you are considering merging your financial planning practice

Pressure to scale up and grow continues to increase with many financial planning practices fighting tooth and nail to operate sustainably for the futu...