 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
Advisers bolster client book amid compliance burden: CoreData
Financial advice practices are serving more clients, charging higher fees and reporting record levels of satisfaction with their licensees, despite the weight of compliance, according to CoreData.
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Voting for Australia's most influential financial advisers in the 2026 Financial Standard Power50 is now open, with 122 advisers shortlisted for the annual ranking.
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The traditional 60/40 portfolio may no longer provide the protection retirees need, with advisers urged to rethink portfolio construction as market volatility, inflation and longevity risks reshape retirement planning.
Advisers should rethink portfolio construction: La Trobe
La Trobe Financial has urged advisers to broaden portfolio construction beyond traditional equity and bond allocations, arguing that slowing productivity, persistent inflation risks and changing market dynamics require greater focus on real assets and private credit.
Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.
Expert Feed
A never ending story of levies
The extensive processing period for Shield and First Guardian complaints means financial advisers will likely not be able to see an end to a series of ...
When 'diversification' stops being diversified
While many are worried about the dominance of US mega-cap companies, the same trend is also transpiring domestically, creating a concentration issue for ...
Secondaries: Handling a double-edged sword
Secondary transaction volume in private markets continue to hit new highs, as does fundraising for secondaries vehicles. Yet the market presents vulnerabilities ...
Operational alpha: How wealth tech is reshaping fund distribution in Australia
Innovative technology emerging across wealth management is transforming how funds are distributed among financial intermediaries, an expert says.
