 KARREN VERGARA | MONDAY, 18 DEC 2023 The fate of Australia's robo-advisers hangs in limbo as the triple threat of spooked investors, lackadaisical client interest, and regulatory strangulation are too enormous for many providers to overcome. Once considered as one of the country's ... Read more KARREN VERGARA | FRIDAY, 7 JAN 2022 The Australian summer is synonymous with barbecues, beaches, and bushfires. But for many of us, the Black Summer spanning the end of 2019 and early 2020 is perhaps the most unforgettable. As early as September 2019, the fires began raging across states ... Read more KARREN VERGARA | FRIDAY, 17 DEC 2021 Should financial advisers be held to the same ethical standards in their personal and professional lives? If so, how should this be regulated? How financial advisers conduct themselves against moral and ethical standards at work has been a large focus ... Read more KARREN VERGARA | FRIDAY, 1 OCT 2021 The landmark grant that the Financial Planning Association of Australia scored in mid-June can make big strides in cementing the footprint and influence of women in the male-dominated financial services and financial advice industries. In applying for ... Read more KARREN VERGARA | FRIDAY, 2 JUL 2021 The corporate regulator justified the staggering 160% jump in the adviser levy, from the time it was introduced in 2017-18, as a consequence of advisers abandoning the industry. The levy for the 2019-20 financial year, which is charged retrospectively ... Read more KARREN VERGARA | THURSDAY, 29 OCT 2020 As the global health and economic crises continue to roil equity markets, adviser-led investment strategies need to be actively monitored and managed not only to survive - but to thrive - in a post-COVID-19 world. The recent Managed Accounts Roundtable ... Read more  DARREN SNYDER | MONDAY, 30 OCT 2017 ... robo-advisers the platform to start tapping our emotional connections. In the latest Financial Standard edition journalist Karren Vergara has dedicated her cover story to the robo-advice conundrum and looks at how both the traditional and new forms of ... Read more PAGE: 1 |
Latest News
Research digs into HNW investment preferences
According to new research from Praemium, high-net-worth (HNW) investors with stronger balances are typically tipping more into alternatives.
Dixon Advisory clients should be heard at Senate inquiry: Anderson
Financial Advice Association Australia (FAAA) general manager of policy, advocacy, and standards Phil Anderson has urged the Senate Committee inquiry into Dixon Advisory to hear from ex-clients.
WA financial planning firm acquired by US insurance broker
Global insurance broker Arthur J. Gallagher & Co has acquired Western Australia-based Wealth Management Partners (WMP), with the entire WMP team to remain under Arthur J. Gallagher's direction moving forward.
Adviser number growth shoots?
The number of advisers that have exited the industry over the past four or five years appears to have plateaued, albeit another decline in 2023, last year's figures suggest that the losses have stabilised, according to Rainmaker Information's 2024: The year in wealth management webinar.
Further Reading
Cover Story
FS Power50: Stay open-minded and learn from others
AMANDA RAGKOUSIS
SENIOR FINANCIAL ADVISER
VIRIDIAN ADVISORY PTY LTD
SENIOR FINANCIAL ADVISER
VIRIDIAN ADVISORY PTY LTD
This year's Power50 is a broad mix of familiar and fresh faces, all doing their bit for their clients, their community, and their colleagues, as selected by their peers. Viridian Advisory senior financial adviser Amanda Ragkousis is committed to nurturing a culture of continuous learning and growth in the financial realm.
Expert Feed
Redefining Pathways: What financial planning can learn from accounting's bold move
When I traded my Chartered Accountant hat for a career in financial planning, I didn't just switch professions - I gained a new perspective on the evolving ...
'Chameleon ETFs': Still groundbreaking and here to stay?
It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...
Now is the time to be brave
Recently, the first Delivering Better Financial Outcomes bill passed in both the Senate and the House of Representatives, marking a significant step forward ...
Why philanthropy is an important conversation advisers should have with clients
Financial advisers are in the box seat to assist clients with their philanthropy, yet a lot still don't raise the topic with clients.
