 NETWEALTH INVESTMENTS | THURSDAY, 21 AUG 2025 Understanding personality traits and types can be a gamechanger for your professional relationships and personal growth. Read more  LYNDA DOWLING | FRIDAY, 9 MAY 2025 This paper focuses on influencer marketing, specifically prohibitions related to the provision of unauthorised financial services, inducement and referral selling, misleading and deceptive conduct, and engaging in unconscionable conduct. Read more  ESZYLFIE TAYLOR | WEDNESDAY, 19 JUN 2024 As a financial adviser, building trust and credibility with potential clients is paramount to increasing your closing ratio and growing your wealth management practice. Read more  JODIE KNOWLTON | SUNDAY, 29 JAN 2023 The way customers or clients interact with businesses has rapidly evolved in recent years. What has not changed, however, is the need to provide an outstanding experience in order to retain those customers. Read more  SIMON RUSSELL | FRIDAY, 13 JAN 2023 For those who never saw the film Don't Look Up, it is a movie about how the human race responds when they discover that a large comet is on a collision course with Earth. One interesting aspect about the movie was how it dealt with risk and uncertainty ... Read more  BILL TSOUVALAS | FRIDAY, 11 FEB 2022 The COVID-19 pandemic and government response to it has been hard on many Australian families. In the early days of the pandemic, when governments across the globe were shutting down offices and venues where many people gather, there was much uncert ... Read more SIMON RUSSELL | FRIDAY, 7 MAY 2021 While most would agree that getting good client feedback is desirable, it can be difficult for a financial adviser to know what their clients actually think. Read more  SCOTT BREWSTER | THURSDAY, 11 JUN 2020 Due to tighter compliance requirements and changing personal priorities, many financial advisers are beginning to think of selling their practice. Read more SCOTT BREWSTER | THURSDAY, 16 APR 2020 According to Business Health's Catscan survey data, 25,000 clients in Australia rated the review service delivered by advisers as the worst-performing area from the perspective of client satisfaction. So, it is safe to say the industry has some work ... Read more |
Latest News
Advisers expect growth despite uphill challenges
Despite the current headwinds involving market uncertainties, rapid digitisation and the ageing population, financial advisers remain optimistic about what they can achieve over the next few years, a new report finds. However, the growth will not be captured easily.
Diversa drags Praemium into First Guardian lawsuit
Praemium and its subsidiaries are now caught up in the ASIC-led First Guardian legal saga, having been thrown in the mix by Diversa Trustees.
Poor succession plans expose advice firms to crisis events: Report
Most financial advice practices are ill-prepared to manage the sudden death or permanent disablement of a principal, according to new research, underscoring widespread gaps in succession and contingency planning.
Capstone joins forces with PictureWealth to form $22bn FUA planning network
PictureWealth Group has inked a landmark deal with national advice licensee Capstone Financial Planning, forming a combined business with 360 financial advisers and $22 billion in funds under advice.
Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
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
The global advice gap: why expat clients are harder to serve than they appear
Many Australians are building wealth abroad before ultimately returning home for retirement.
Genetic testing reform is here. What advisers need to do next
The reform not only eliminates the impact from genetic tests but also the underlying health risks for those that chose to "stay in the dark".
Helping clients stay the course in volatile markets
Fidelity International's recent research shows many investors are maintaining a "long-term" perspective despite recent market turmoil.
How to distinguish strong regional markets from regional growth stories
Regional markets should not be treated as a single investment category when only a select few have the economic depth to deliver consistent performance.
