First made redundant, then reinvented as Unbound
Charmaine Hall was made redundant after years in the institutional advice system. Last October she founded Unbound Financial in the belief that owning her own business is the best way to provide stability for her clients.
March 14, 2024
Super funds reduce Woodside, Santos exposure
Australia’s top 30 super funds have been reducing their investments in oil and gas producers Woodside and Santos over the past two years, relative to the Australian stock market, according to new analysis by Market Forces.
March 13, 2024
The evolution of advice and vertical integration 2.0
Advisers need products and services to help their clients implement advice. Some are developing it themselves, giving rise to Vertical Integration 2.0. But this time it may be different, with advice shaping the products offered, not vice versa, and 'crap products' not getting a look-in.
March 13, 2024
Workplace planning the key to retaining top talent
With a little effort and foresight, advice practices can mitigate the risk of two people with similarly critical roles in a firm resigning at the same time. Effective workplace planning is critical to avoiding business interruption and retaining good people.
March 13, 2024
Managed account FUM reaches $194.8 billion at December 31: IMAP
IMAP's Census of Managed Account FUM in conjunction with Milliman Australia shows that managed accounts FUM reached $194.8 billion as at 31 December 2023.
March 12, 2024
Advisers’ role crucial in optimising Australia’s aged care system
Financial advisers have a crucial supporting role in optimising aged care plans for older Australians, according to Aged Care Steps.
March 12, 2024
Equity Trustees names new non-executive director
Equity Trustees has appointed Suzanne Holden as a non-executive director to its superannuation trustee business, as it passes the $60 billion funds under supervision (FUS) milestone.
March 12, 2024
Bold changes needed before retirement flaws are entrenched
The Conexus Institute’s submission to the Treasury consultation on the retirement phase of superannuation highlights the need for policymakers to pay more attention to designing a choice architecture that leaves no member behind.
March 12, 2024
The technology that’s saving advisers both time and money
The financial advice industry can be risk-averse when it comes to trying new technology, which is unsurprising when picking the wrong tech can be such a costly, time-consuming and disruptive dead-end. Some advisers nominate the technology that has had a significant impact on the day-to-day operation of their businesses and client relationships.
March 12, 2024
Govt to introduce ‘regulatory grid’
The government will introduce a financial sector regulatory initiatives grid to help the industry better implement regulatory changes in a more efficient way.
March 11, 2024
The price is right: Advisers reveal how they calculate fees
At the Boutique Financial Planners conference, advisers agreed that fees need to be increased, but how to do so is a matter for debate. time spent, the value or the type of client are among the factors that prevent calculating the right pricing model from being a flawless method.
March 11, 2024
