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.
 Like it or not, Bitcoin is here to stayIf you are anything like me, thinking about Bitcoin for any length of time can make your head spin.  Why women lack mentorsDo you want to know why men are elevated to the top jobs in higher numbers than women? Do you think it is because women are discriminated against?  Best political speech in two yearsIn the debate on the Hayne Royal Commission Response Bill 2020 (on annual renewal) in the Senate on 25 February 2021, there was one speech that stood ...  Don't follow the pack on TMDsLearn why the safety in numbers approach won't help you reach the October 5 deadline for workable target market determinations  Who owns the clients in an advice business?One of the main questions I am asked by employers when recruiting for financial advisers is, can the adviser bring across clients? While this request ...  Six things to watch this reporting seasonWith the US election behind us and a considerably more stable political environment expected, it is anticipated that many companies will be more forthcoming ... What exactly happened with GameStopAt the end of 2020 there was a collective sigh of relief that 2020 was over. For good. Forever.  Class action settlements may be available to advisers' clientsFor financial advisers, participating in shareholder class actions on behalf of clients may seem an impossibly complex task. However, through technology ...  Compliance or priorities?I love Monty Python humour. Remember the crucifixion or freedom skit from Life of Brian? Michael Palin playing the whimsical centurion questioning a line-up ...  The EM small mid cap opportunityIn an era where stock returns have been dominated by US and Chinese technology mega-caps, few areas could be further from the limelight than small and ... |
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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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