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.
 Lean on me: Rethinking the value of adviceA sense of control is important for our mental health and overall well-being. That's why the COVID lockdown has been so confronting for so many of us.  We're in the money: Empowering the next generation through adviceAustralia's superannuation sector has recently topped $3.3 trillion in funds under management. But there's an even bigger game in town; one that ...  A digital age for all agesYounger people lead the way with digital adoption, opening up opportunities to usher them into advice. But millennials and Gen Z aren't the only demographic ...  Portfolios hide volcanoes of volatilityJargon is something I don't fully understand. So, when I use jargon, I know it's going to be doubly confusing to the person I'm speaking with ...  Freer advisers thanks to the Better Advice BillOne of the most reformist pieces of financial advice legislation has been introduced to parliament yet hardly anyone seems to have noticed. It's time ...  How to help colleagues and clients struggling with their mental healthFinancial advisers are in a unique position, having the opportunity to support the overall health and wellbeing of their clients, as well as their colleagues.  Why client satisfaction does not always translate to profitStarting your own financial advice practice is often done with several goals in mind, building something successful, supporting people needing advice ...  Finfluencers, financial influencers: ASIC is watching your storiesAspiring influencers are spruiking their tips for financial success across YouTube, Twitter, Instagram, Reddit and in particular FinTok, the corner of ...  The power of podcastsThe exponential growth of podcast listening in Australia and the world has made it a serious option in the marketing strategies of financial advisers.  How women could fill the unmet advice need in AustraliaThe financial planning industry is facing a two-pronged challenge - the need for greater diversity and a solution to fill the unmet advice need in Australia. |
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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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