ASSOCIATION OF FINANCIAL ADVISERS | | MAYFLOWER CONSULTING PTY LTD | | ALLIANZ RETIRE+ POWERED BY PIMCO | | FINANCIAL EDUCATION PROFESSIONALS |
Anyone who has worked closely with financial advisers, knows that they are an enthusiastic and energetic group who are great with people and optimistic ... | | Of the 120,000 or so people who work in wealth management in Australia, only 20,000 are financial planners. Most of the other 100,000 work for product ... | | Why our collective mindset matters in a world of uncertainty Can our collective mindset make a difference in the lives of Australian retirees? Is it possible ... | | ASIC is scrutinising AFS licence applications very closely - one slip and all your hard work is undone; your application is rejected and suddenly you ... |
As the co-founder of one of Australia's first robo-advisers, I'd like to illuminate some similarities and differences between the financial landscapes ... | | The release of ASIC's Report 627 Financial advice: What consumers really think, highlighted that among Australians who have received professional ... | | The financial planning industry in Australia is undergoing a seismic shift. We have mandatory exams, new education requirements, increased compliance ... | | If we're truly going to serve consumer best interests, industry funds must work with financial advisers. I've started to embrace working with industry ... |
The sale of financial advice portfolios is on the rise and both buyers and sellers are finding new ways to allocate risk. In this post, we put the current ... | | Whilst the enormity of mental health consequences has rarely received a second thought by legislators as they vehemently imposed non-stop change on the ... |
