Robo-advisers no threat to tech-adopting advisersBY ADRIAN JOHNSTONE | FRIDAY, 1 JUL 2022 3:29PM Technology will never replace advisers, but advisers who use technology will almost certainly replace those who don't.
 Skew you guys, I'm going homeAnyone who is a close reader of these columns knows what a sucker/well-informed expert I am for a fresh way of analysing fund performance.  Who rules the world? Paraplanners!If tech and digital advice are going to rule the 'new' world of advice, who will run it? It is a question I ask of paraplanners regularly. Let's ...  How to find the right licenseeThe financial advice industry in Australia is in the midst of a once in a generation period of upheaval and change, which has forced many advisers to ...  The income conundrum for retireesWith central bankers around the world committing to keep interest rates low for many years to come, this creates an issue for retirees looking for income.  Celebrating the FS Power50Announced today, we celebrate the seventh annual FS Power50, highlighting the 50 most influential financial advisers in Australia.  How to make advice affordableIn this second of a two-part editorial, Lifespan Financial Planning Chief Executive Eugene Ardino identifies the key changes required to make advice more ... Advice affordability isn't a licensing issuePublic discussion over the last few months has taken the financial planning sector back to a well worn debate about moving to a system where anyone who ...  The great wealth transfer waveAs businesses adapt to what we hope is a post-COVID world, more will be able to turn their focus from survival and business continuity planning, to longer ...  How COVID-19 should shift your prioritiesThe various challenges brought on by COVID-19 have tested us as a country, with many Australians, organisations and communities feeling the effects of ...  What really drives a fund?How much do your clients really know about the managed funds they invest in? This is the critical question that all financial planners and fund managers ... |
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Cover Story
A promising year
STEPHEN PERERA
MANAGING DIRECTOR
PERERA CROWTHER FINANCIAL SERVICES PTY LTD
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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