Opinion

ASIC cracks down on financial advisers and their licensees

Financial advisers and their licensees, take note — ASIC is following up on advisers who haven’t yet completed the financial adviser exam. ...

Ten tips for better data

Rather than simply being a by-product of the services financial advisers offer, data now plays an important role in the financial advice process. Mode...

It’s inevitable accountant-planner joint ventures will increase — but basic fundamentals needed first

Accountants have been very fortunate to be perceived as trusted advisers and the industry wears this label with pride. But the time has come to acknow...

Six tips for stronger data security

Cyber crime is on the rise, fuelled by the pandemic and our increasing use of technology across all aspects of our daily lives. ...

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Opinion

There is no turning back: Digital is coming to financial advice

Australians are famously fast adopters of digital technologies that are done well. Add in the pandemic-driven acceleration of digital adoption, and it...

Opinion

Challenges of the 60:40 portfolio approach

Recent market drawdowns have again highlighted that balanced superannuation portfolios are not impervious to market volatility. ...

Opinion

The changing world of managed accounts — a guide for advisers

Managed accounts are anything but a new phenomenon. However, the number of providers offering and funds under management in managed accounts has grown...

Opinion

The crossover of ethics, technology and cyber security for financial professionals

Recently, I was involved in some content on the overlap of ethics and technology for financial professionals. Afterwards, I was challenged (and rightf...

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