Technology is poised to play a crucial role in helping more Australians access effective, safe and affordable financial advice, at a time when the number of advisers is declining, says Mike Giles, co-founder and CEO of Ignition Advice. “There is increasing appreciation that technology can be an extremely valuable tool in the financial advice industry. ... Read more continue reading
16
Apr
2021
WealthO2 has been ranked the number one investment platform in terms of ongoing adviser support, and the number one provider in terms of investment options, in the latest Adviser Ratings 2020 Australian Financial Advice Landscape report. The Adviser Ratings report is an annual study of the Australian financial advice industry that includes a ranking of... Read more continue reading
16
Apr
2021
A recent report released by life insurance specialist Brett Wright, has shed some light on the life insurance commission debate, from an advice practitioner and consumer point of view. Life insurance is complex, confusing and people don’t wake up in the morning thinking about why they need to buy it. Life insurance advisers cut through... Read more continue reading
15
Apr
2021
Chant West has announced the finalists for the 2021 Chant West Super Fund of the Year award. The country’s best super and pension funds will be recognised at the ninth annual Super Fund Awards on 26 May, recognising excellence and showcasing industry best practice across 12 award categories. This year’s awards theme is resilience, with... Read more continue reading
14
Apr
2021
Outstanding customer experience aided by financial wellness programmes are playing a crucial part in ensuring Super funds generate deep and meaningful member engagement. This engagement is key to retention and growth. But what does it look like, and how do you get there? From conversations with Shannon O’Shea, partner and head of member and corporate... Read more continue reading
12
Apr
2021
Financial institutions are spending, on average, 14% of annual operating costs on change management functions in order to drive greater productivity gains, a new PwC study has shown. According to PwC’s report, “Productivity 2021 and beyond: Upskilling the workforce of the future to create a competitive advantage in financial services,” more than one in four (27%) firms are spending more... Read more continue reading
09
Apr
2021
State Street Global Markets has released the results of the State Street Investor Confidence Index® (ICI) for March 2021. The Global Investor Confidence Index increased to 93.9, up 2.0 points from February’s revised reading of 91.9. The increase in Investor Confidence was driven by the European ICI, which rose 12.6 points to 90.7, and the... Read more continue reading
06
Apr
2021
New research has uncovered the obstacles preventing more Australians from understanding their financial options in retirement. The latest findings from the Orford Initiative have revealed the key role that financial advisers play in recommending annuities to their customers, as well as the barriers that prevent them doing so more often. “Our research highlights that the financial advice... Read more continue reading
01
Apr
2021
Accountants and advisers now have access to a unique industry tool dedicated to delivering pension documentation, with the launch of Heffron’s new Pension Pack. Working as part of Heffron’s Super Toolkit, the Pension Pack tool is designed to help accountants and advisers deliver pension documentation for their SMSF clients that is both fully compliant and... Read more continue reading
31
Mar
2021
Calastone, the largest global funds network, is rolling out its new Wrap Reporting service, enabling fund managers to receive fast and standardised adviser directed fund flow data from platforms via its secure network. Calastone actively worked with the Australian arm of global fund manager Dimensional Fund Advisors and other fund managers to create a reporting... Read more continue reading
31
Mar
2021
Earn CPD Points
CPD: Ethics and SMSFsIt was 1999 when self-managed superannuation funds (SMSFs) first became part of Australia’s superannuation landscape. Over the following twenty plus [...]
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CPD: Moore’s Law and the race for the rest of the chessboardGordon Moore, the famous founder of Intel, set forth his prediction in 1965 that the number of transistors per silicon [...]
CPD: Resetting the cycle - The old normalFor mostly obvious reasons, 2020 was the wildest year in recent memory for the global economy and markets across all [...]
CPD: Financial consumer protection - part 1 - practical framework for financial advisersStrengthening consumer protection continues to be the underpinning theme for much of the ongoing scrutiny and regulatory change seen within [...]
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