Ian Knox

About the Author

Ian Knox

Chairman, Otivo

Articles by Ian Knox

Showing 1 to 3 of 3 articles:

Members are starting their advice journey earlier; super funds that recognise this will benefit

IAN KNOX | FRIDAY, 20 MAR 2026

During my career in financial services, I've observed that financial advice has traditionally been framed as something that becomes relevant toward the end of a person's working life. The behavioural evidence emerging now suggests that view is incom ... Read more

The need to achieve real scale in advice - and serve all Australians

IAN KNOX | FRIDAY, 30 MAY 2025

One of the great social challenges in financial services today is the millions of everyday Australians who want and need financial guidance but cannot afford it or access it in a way that allows them to use it with dignity in their lives. Read more

Now is the time to be brave

IAN KNOX | FRIDAY, 4 OCT 2024

Recently, the first Delivering Better Financial Outcomes bill passed in both the Senate and the House of Representatives, marking a significant step forward for superannuation funds, corporate Australia, and everyday Australians. Read more

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Latest News

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

Centrepoint Alliance acquires two advice firms

KARREN VERGARA

Centrepoint Alliance will acquire Queensland financial advice practices Cairns Wealth and Pinnacle Wealth for $3 million from Astute Financial Management.

Small pocket of failed measures can 'blow the entire business': Anderson

MATTHEW WAI

FAAA general manager of policy, advocacy and standards Phil Anderson warned licensees to improve their control measures for authorised representatives to avoid any unintended consequences.

AFCA puts InterPrac determinations on ice

KARREN VERGARA

The Australian Financial Complaints Authority (AFCA) is pausing all InterPrac Financial Planning-related determinations as court proceedings instigated by the latter are underway.

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Advice with soul

SACHA BURCHGART
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.

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Philip Kewin

Former Chief Executive Officer

AFA

Fixing the CSLR: the UK FSCS offers lessons - but not a blueprint

UK's equivalent scheme of the CSLR highlights the lack of stability and predictability it currently has, expert says.

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Lauren Jackson

Head of Wholesale Sales

Fidelity International

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.

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Dylan Navra

Head of Product

Morningstar Dubai

Let's be honest: is it a tech stack... or just a stack of tech?

Financial advisers need to be aware that sophisticated technology does not always serve as a practical, effective tool.

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Koby Jones

Managing Director

The SILC Group

At the crossroad of governance: the two choices for Australian fund managers

Internalising trustees, although lawful, weakens independent oversight and can expose a fund manager to greater risks than those outsourcing the capability ...

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