While criticism over the replacement of Statements of Advice with Client Advice Records circulates, there is industry support ...
Minister for Financial Services Stephen Jones has moved to reassure the advice profession that Friday’s draft legislation is not a “back door attempt” to have the new class of adviser giving ...
A half-decade experience with the Pro Bono Financial Advice Network helped financial planner Nicola Beswick navigate the challenges of starting her own advice firm from scratch. Beswick, who has ...
Produced in partnership with AXA Investment Managers. Artificial intelligence (AI) is poised to disrupt the investment industry. The latest AI innovations have been instrumental in improving potential ...
Produced in partnership with AXA Investment Managers. For all the talk of how artificial intelligence (AI) will revolutionise the financial advice industry by automating tasks, delivering data-driven ...
Almost half of advised clients (43 per cent) attribute the reason for ending the relationship with their financial adviser to be the cost of advice, according to a report from Netwealth. The platform ...
When it comes to driving competitive superannuation flows, advisers are the kingmakers and HUB24 and Netwealth are wearing the crown. The annual State of Super report from The Conexus Institute*, ...