Prosperity isn’t postcode bound: why regional advice is leading the way

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Ask most people where they think wealth lives in Australia, and they’ll point to a capital city skyline, towering offices, corporate boardrooms, and slick branding have long defined the aesthetics... Read more continue reading

The importance of culture in funds management

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The most important asset that any funds management company has is usually their human capital. For most active fund managers, it’s the people that make the decisions about which companies... Read more continue reading

Digital advice still a grey area for advisers

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DASH Technology Group (DASH) has published a thought piece, Digital Advice: Redefining Accessibility, Affordability, and Scale in Financial Advice, which delves into the true nature of digital advice and its misconceptions.... Read more continue reading

Wealth and asset management leaders launch global study on AI and transformative technologies reshaping the investment industry

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As AI innovation enters the agentic AI era, ThoughtLab, a leading global research firm, has launched a landmark study with top firms providing services to the wealth and asset management industry, including FNZ, Grant... Read more continue reading

$3 million super balance tax: an opportunity to think beyond superannuation for major life expenses

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The government’s proposal to increase tax on high-balance super accounts creates an opportunity for young adults to revisit their savings approach for major life events. The proposal will see earnings... Read more continue reading

Advice industry at an inflection point – opportunity and danger need to be carefully managed

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Self-licensing specialist My Dealer Services (MDS) has welcomed the prospect of industry change under the returned Labor Government but says potential dangers need to be managed beside positive potential regulatory... Read more continue reading

Thought leadership not just about leaders

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Introducing a Thought Leadership Forum to its financial advisers in Sydney this month, Intelligent Planning managing director, Phil Osborne said that while the profession needs thought leading ideas, they should... Read more continue reading

Viridian Financial Group Empowers Women with Innovative ‘Pave the Way’ Program for Financial Independence

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As part of its ongoing commitment to gender equality and financial empowerment, Viridian Financial Group Limited (‘VFGL’) proudly announces the launch of ‘Pave the Way’. This innovative program aims to... Read more continue reading

Navigating the future: APRA’s roadmap for stress tests and cost of the credit risk

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As we embark on the threshold of a new fiscal year, the Australian Prudential Regulation Authority (APRA) is gearing up to unveil its 2024-25 Corporate Plan, set to be disclosed... Read more continue reading

Is the LEI the future of global transactions? Implications for Australian financial institutions

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The Australian Securities and Investment Commission (ASIC) has signalled its intention to harmonise regulations with internationally accepted standards. The Legal Entity Identifier (LEI) is one element of those standards and,... Read more continue reading