Expert Feed

Navigating the new transitional arrangements for financial advisers: The experienced provider pathway

BY   |  WEDNESDAY, 27 MAR 2024    8:22AM
VIEW COMMENTS

More Expert Feeds

Showing 31 to 40 of 447 expert feeds:

From remediation to rigorous due diligence: Transforming AFSL practices for financial success

ASA
The financial advice landscape is currently undergoing a wave of significant reforms, captivating the attention of Big Banks, stockbrokers, and AFSL holders ...

I asked ChatGPT for financial advice: Here's what happened

AUREUS FINANCIAL
The purpose of this case study was to find out if it was possible to get quality financial advice using an artificial intelligence (AI) chatbot.

The end of the AFA as we know it is a time for reflection

FINANCIAL ADVICE ASSOCIATION AUSTRALIA
The end of the 2022-23 financial year brings mixed emotions for me as this marks the effective end of the Association of Financial Advisers (AFA) in the ...

Flipping the perspective: What is a fit-for-purpose SoA?

ADMIN SPECIAL ACCOUNTS
Assistant Treasurer Stephen Jones has finally broken his silence on the QAR recommendations, controversially to a group of superannuation executives.

The game's afoot: Unit trusts versus ETPs

RAINMAKER INFORMATION
Well, you could have knocked me down with a feather when I calculated the annual flows to unlisted unit trusts versus annual flows to exchange-traded ...

'Good Advice' is just sales by another name

LIFESHERPA
Words matter. They matter both to the listener and to the speaker. And they matter even more when it comes to money.

Banking collapses and rate hikes unlikely to stall bond market recovery

RUSSELL INVESTMENTS
Fixed income remains on track to record a better 2023 but investors who stay nimble in the continued market uncertainty will be best placed to maximise ...

Working with regulation, and a thank you to ASIC

CAPITAL ADVISORY
If there is one thing that is certain in the practice of financial planning, it's that you will need to work with regulation.

Robo-advice: Rise of the machines and the human touch

BETASHARES
For many years, institutions, advice firms and individuals both at home and abroad have struggled to determine the best way to use digital and robo-advice ...

What I learned during my Professional Year

ASCENT PRIVATE WEALTH
I became a financial adviser for Ascent Private Wealth at 21 years old, making me one of the youngest, if not the youngest, adviser in Australia.