Advice

Advice

Hooked on investing as a teen: Kellie Davidson

After her father got her interested in the stock market, Kellie Davidson started gravitating towards investing before deciding to "make a difference" in financial planning. As one of the nation's leading advisers, she's keen to pay it forward with pro-bono and charitable work.

Nina HendySeptember 18, 2020

Advice

Institutions absent in Licensee of the Year award

GPS Wealth and Affinia were the big winners at this years' awards, while no award was given for the Institutionally Branded Licensee of the Year due to "an insufficient number of qualifying licensees".

Tahn SharpeSeptember 18, 2020

Advice

Advice demand doubles in 5 years

Latest studies reveal that the need for advice has surged in the last few years, while existing clients are clamouring for engagement from their financial advisers.

Tahn SharpeSeptember 17, 2020

Advice

Clitheroe flags advice gap

Consumer finance expert Paul Clitheroe, FPA chair Marisa Broome and CHOICE CEO Alan Kirkland highlighted the importance of financial planning and lamented cost burdens that kept ordinary Australians out of the advice system.

Tahn SharpeSeptember 16, 2020

Superannuation

Court slaps $50M fine on MLC trustee

In ASIC's largest ever civil action, MLC Nominees and Nulis Nominees have been lumped with a combined $57.5 million worth of penalties after they duped hundreds of thousands of superannuation members into paying for advice that wasn't provided.

Tahn SharpeSeptember 14, 2020

Advice

Report seeks clarity on adviser pricing

Pricing has never been a more complex, or important area of business management says Sue Viskovic, CEO of Elixir Consulting, upon the release of a new report aiming to demystify the pricing process for advisers.

Professional PlannerSeptember 9, 2020

Advice

Advice on the brink of standardised growth/defensive metrics

Work is underway - at last - to standardise the way growth and defensive assets are classified. The hope is that this will not only provide more certainty around portfolio construction, says David Bell, but enhance the way we define, measure and communicate risk.

David BellSeptember 9, 2020

Superannuation

Intra-fund is no substitute for holistic advice

The emerging advice gap has reinvigorated industry discussions about the future of advice and the part super fund advisers will play. While intra-fund advice plays an important role in the financial system, the data shows it is no substitute for full service financial advice.

Jason AndriessenSeptember 8, 2020

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