Opinion
Can Australian IFAs survive and flourish?
My recent visit to Australia to speak at IFA-CON has me wondering whether it is feasible and profitable for Australian advisers to provide independent...
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Opinion
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Look inside before you buy
Managed accounts offer plenty of benefits to investors, but practices need to consider the big picture. Write comment (0 Comments) ...
The risk of not changing
Wealth professionals risk losing the next generation of clients if they don’t adapt to change, including in the managed accounts market. Wri...
Dealer groups key to fintech collaboration
Forward-thinking dealer groups are the new wave of fintech clients, as they look for more efficient and effective ways to provide advisers with the se...
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Opinion
Weighing in on the gender debate
Albert Einstein once remarked that the definition of insanity is doing the same thing over and over and expecting a different result. Write co...
Opinion
More than one path to self-determination
The groundswell towards self-licensing is not surprising, but there are many factors advisers should consider before sailing under their own flag. ...
Opinion
Looking elsewhere from super
Most of the major changes to super announced in last year’s federal budget have come into effect since 1 July 2017, prompting questions around wheth...
Opinion
How to improve your service game
Process-mapping should become a seamlessly-embedded routine for financial planners and business owners, akin to the training of elite athletes. ...
