Using influencers in the digital ageBY LYNDA DOWLING | VOLUME 19, ISSUE 1 During 2022-2023 the Australian Securities and Investments Commission (ASIC) undertook a review of a number of online trading providers whereby in December 2023, it issued Report ... Get articles like this delivered to your email - Sign up for the free weekly newsletter  More Articles |
Latest News
Advice veteran's exit creates $1bn Tassie wealth group
Mancell Financial Group (MFG) founder Peter Mancell has retired as a financial adviser after 46 years, selling the business he built to pave the way for a $1 billion wealth management firm in Tasmania.
Netwealth expands Morgan Stanley mandate
Amid expanding its stockbroking and private wealth capabilities, Netwealth has been picked by Morgan Stanley to provide a platform solution to its Australian wealth business.
AUSIEX launches cash account for advisers
AUSIEX has launched a cash account to help financial advisers manage client cash seamlessly alongside trading accounts.
June adviser exam registers 72% pass rate
ASIC reported a 71.7% pass rate in the latest round of financial adviser exam results.
Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.
Expert Feed
A governance dashboard is not a governance framework
Research houses are now offering monitoring tools to the licensees who use their ratings. The tools are useful. They do not discharge the governance obligation ...
The global advice gap: why expat clients are harder to serve than they appear
Many Australians are building wealth abroad before ultimately returning home for retirement.
Helping clients stay the course in volatile markets
Fidelity International's recent research shows many investors are maintaining a "long-term" perspective despite recent market turmoil.
Genetic testing reform is here. What advisers need to do next
The reform not only eliminates the impact from genetic tests but also the underlying health risks for those that chose to "stay in the dark".
