An open letter to Anthony Albanese and Scott Morrison on behalf of the financial advice community

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Dear Anthony and Scott, With the Federal Election rapidly approaching, I felt compelled to put pen to paper to highlight the issues that continue to plague the financial services community.... Read more continue reading

Lonsec named 2022 Overall Best Research House by Adviser Ratings

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Lonsec has been named Overall Best Research House in the Adviser Ratings 2022 Australian Financial Advice Landscape Report, surveying over 1,300 advisers across the industry. Contributing to the Overall award,... Read more continue reading

Mason Stevens named as no. 1 platform for Best Adviser Support

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Adviser Ratings has announced Mason Stevens as the winner of the Adviser Support category award as part of their inaugural Adviser Choice awards. The awards recognise the financial services companies... Read more continue reading

Federal election and post-COVID-19 experience are reaffirming need for financial literacy to be taught in schools

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Financial literacy is a core life skill that needs to be taught as a compulsory topic in Australian schools.  Although not a new idea, the basics will go a long... Read more continue reading

North launches client app

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North, one of Australia’s leading wrap investment platforms, has launched a new client app, making it easier for clients to stay connected to their investments. Now available to download on... Read more continue reading

Digital intra-fund advice key to better retirement outcomes for Australians

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Digitally delivered intra-fund advice is the only realistic route to low-cost, consistent, compliant and robust personal advice at the scale being considered by the government’s Quality of Financial Advice Review,... Read more continue reading

Adviser Ratings’ Landscape Report illustrates impacts of falling adviser numbers – with further to go

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The Adviser Ratings Landscape Report – the most comprehensive research on Australia’s wealth industry – illustrates how the changing nature of wealth management has impacted financial advice, funds management, and consumers. Based... Read more continue reading

GBST named in top 100 most innovative WealthTech companies in the world for the third year running

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For the third consecutive year, GBST has been named in the top 100 most innovative companies across the wealth and asset management industry, cementing its position as a global leader.... Read more continue reading

Where will the greatest disruption to your practice come from?

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Disruption has long been a feature of financial services distribution.  Disruption constantly occurs with new market entrants, product innovation, shifting strategic focus on the part of suppliers in relation to... Read more continue reading

Carpe Diem – The time is right to start your own risk advice renaissance

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The opportunity One of the more notable aspects of the recent and substantial decline in adviser numbers has been the disproportionately large reduction in risk specialists. Investment Trends data[1] from... Read more continue reading