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Volume 15
Issue 1
Issue 2
Issue 3
Issue 4

Latest News

Rate rise exposes adviser knowledge gap

CHLOE WALKER
As interest rates rise and inflation grows, some are lamenting a possible knowledge and experience gap in the industry, with a considerable number of financial advisers having only ever known a low inflation environment.

How AMP plans to bounce back

JAMIE WILLIAMSON
AMP's chair has explained how the group intends to improve its financial performance, while Alexis George outlined how the 173-year-old company will be transformed, with a strong focus on the retirement space.

Record number of adviser graduates: Kaplan

ANDREW MCKEAN
Kaplan Professional announced a record number of financial advisers have graduated from postgraduate financial planning qualifications in 2020 and 2021.

Clime acquires private wealth firm

JAMIE WILLIAMSON
Clime Investment Management has acquired a Melbourne wealth management business for $7 million.

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Cover Story

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A promising year

STEPHEN PERERA
MANAGING DIRECTOR
PERERA CROWTHER FINANCIAL SERVICES PTY LTD
The advice industry is poised to turn the corner in 2022. Leading a major association and his own practice, Perera Crowther Financial Services founder Sam Perera is confident advisers will finally have their watershed moment. Karren Vergara writes.
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Expert Feed

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Ben Hillier
General Manager Retirement Solutions
AMP Capital Investors

Helping Australians overcome the pervasive fear impacting their quality of life

We've seen FORO - the Fear of Running Out - raise its head in the past couple of years, especially during COVID-19. FORO is a very real issue in retirement ...
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Nicholas Pavouris
Associate
The Fold Legal

Are you getting the licence you're paying for?

One of the critical steps in purchasing a company that holds an AFSL or ACL is ensuring that the licence does what you need it to do and carries no major ...
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Eugene Ardino
Chief Executive Officer
Lifespan Financial Planning

An open letter to Anthony Albanese and Scott Morrison

Lifespan Financial Planning chief executive Eugene Ardino pens an open letter to Anthony Albanese and Scott Morrison on behalf of the financial advice ...
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Dion Guagliardo
Partner
100 Doors

Are you ready for what's coming?

Right now, we are on the cusp of a once in a generation adjustment as the world moves from low inflation and low interest rates to high inflation and ...
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Industry Events

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JUN
7

Best Practice Forum on Exchange Traded Products 

JUN
9

MAX: Marketing, Advertising and Sales Excellence Awards 

JUN
15

Technical Services Forum 

JUL
19

Advisers Big Day Out - Cairns 

JUL
21

Advisers Big Day Out - Sunshine Coast 

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