 DAMON CALLAGHAN | WEDNESDAY, 8 JUL 2026 ... revenue streams, and offers the ability to widen the competitive distance from competitors. This is evident in recent financial reports from software executives, which are all pointing to this acceleration and highlighting the ability of software leaders ... Read more  SIMON BARSOUM , SHANE DUSCH , MICHAEL SPOKANE , CHRISTIAN EICHER | THURSDAY, 14 MAY 2026 ... philosophy at the time. Data and operational practicality : In the late 20th century, technology was limited, and reliable financial data were constrained. Making dynamic, real-time portfolio decisions, as required under TPA, simply was not possible. ... Read more  JOSHUA LEE | WEDNESDAY, 22 APR 2026 ... Without workflow discipline, even the best tools create noise. This is where trained operational support becomes critical. Financial planning assistants and digital marketing assistants can be embedded directly into advice firms' workflows as accountable ... Read more  CLIVE FERNANDES | THURSDAY, 2 APR 2026 ... enables analysis of large volumes of behavioural and demographic data to determine when a person is most likely to make a financial decision. Campaigns can then be timed and tailored to that moment, increasing both relevance and conversion. The result ... Read more  AMIT MALGURI | FRIDAY, 19 DEC 2025 ... when they contribute or withdraw. This matters particularly for funds like ours with substantial retail membership. Financial advisers rightly scrutinise how their clients' money is valued and whether unit pricing reflects genuine asset values. They ... Read more  ROGER PERRETT | FRIDAY, 28 MAR 2025 ... experience and strength and accolades such as being listed in the Top 50 Most influential Advisers in Australia by Financial Standard, certainly added to this credibility. Clients are attracted to a strong brand, and this is why I believe advice firms ... Read more  JOHANN MAREE | FRIDAY, 16 AUG 2024 Those of us working within the financial services industry are only too aware how important it is to safeguard sensitive information against data breaches and other cyber threats. Digital vaults play a vital role in that. The perhaps unexpected embedded ... Read more | FRIDAY, 15 MAR 2024 ... down exactly what he wanted to study. Law - particularly taxation law - piqued his interests as did economics and the financial markets. So, he signed up for a double degree in commerce and law at Griffith University. "I thought that having a commerce ... Read more  GEORGIA MAURICE , DUGALD BRAITHWAITE | FRIDAY, 1 DEC 2023 As specialist recruiters in the financial planning industry, Recruit 2 Advice provides professional behavioural profiling in our standard service. We consider this additional information very valuable. Not only does it reinforce our positive views on ... Read more  IVON GOWER | WEDNESDAY, 20 SEP 2023 ... breaches are becoming more and more common. Statistics from VMware reveal a staggering 238% increase in cyberattacks on financial institutions during the first half of 2020. This wave of attacks came at an exorbitant cost, with an average of $5.72 million ... Read more |
Latest News
Showcase: A sharp lens on global infrastructure
|Ask any financial adviser what they look for in a fund manager and they'll likely name three traits: proven expertise, product endurance and institutional edge.
The 'blind spot' costing advisers nearly $10bn: Research
Research from Elemnta indicates financial advisers do not realise they are expending nearly twice as much effort on non-advised operations, highlighting a perception gap and challenges related to data collection and access, which cost 6000 practices about $9.36 billion in "destroyed enterprise value".
Inheritors struggle to act on financial advice: Survey
Australia's wealthy inheritors are making major financial decisions before they feel ready, with new research highlighting a gap between receiving professional advice and having the confidence to act on it.
NCAs unlikely to solve retirement advice gap: HUB24, CFS
HUB24 and Colonial First State (CFS) say the New Class of Advisers (NCA) will unlikely solve the retirement advice gap Australians face, noting the focus needs to be on helping reduce friction for those with complex advice needs.
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
How technology is turning tax complexity into client clarity
What used to be a relatively simple back-of-the-envelope calculation is now much more challenging, Morningstar says.
Why Australia's financial advisers will be more valuable in 10 years, not less
Despite a rise of innovative solutions across the wealth management sector, financial advisers will prove valuable for in-person advice.
What America's $1 trillion direct indexing boom tells us about the evolution of MAs
What Australia can learn from direct indexing, a tax-efficient form of managed accounts utilised in the US.
Stonepoint is another lesson in fund governance and investor protection
The demise of the Stonepoint Capital Fund may have gone under the radar for many, but proves an important point for independent governance when examined.
