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June 14, 2022
Stuart Holdsworth took his neighbour, actor Lachlan Daddo, to court over palm trees which he claimed obstructed beach views from his $3.8million home in Newport, in Sydneys northern beaches.
May 27, 2022
To thrive in today’s advice world, a new role of ‘investment proposition owner’ can look beyond investment returns and demonstrate value to a client, writes Stuart Holdsworth.
May 9, 2022
As we lament the challenges of dealing with both the increased regulatory burden of delivering advice and demonstrating the value of advice in a ‘fee for service’ world, is there an opportunity w
March 31, 2022
While guidance for advisers is welcome, the onus is also on the Government to educate consumers on how much weight they should give finfluencers versus licensed professionals.
January 27, 2022
The chief executive and founder of a specialist digital platform believes the debate around technological innovation and financial advisers is well and truly over.
January 25, 2022
Financial services minister Jane Hume stood in front of a (virtual) room of financial advisers this year and assured them they had nothing to fear from technology.
December 14, 2021
The wealth management industry is headed toward a consumer-focused business model and the trend will only be accelerated by disruptive technology giants.
December 13, 2021
The combination of the consumer data right legislation and distributed ledger technology will give consumers the ability to control their wealth management data, taking power away from product providers.
December 7, 2021
Model portfolios should be reframed to allow financial advisers to carry out management in-house, a chief executive has proposed.
December 7, 2021
The Financial Services Council’s much-discussed white paper on financial advice could be neatly summarised with a good old square peg, round hole analogy: