Verse Wealth News Today

Licensees are being urged to be more flexible with their compliance obligations as advisers say they have lost sight of how the rules actually work.

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Female investors hold different financial drivers, beliefs and goals than their male counterparts, which need to be unpacked for a successful adviser-client relationship.

Women have long been underserviced by financial advice. Four professionals who cater to the needs of female clients discuss how they have better marketed their services.

Statements of Advice have long been a viewed as protection document for advisers and licensees rather than a guide for consumers. For practices that have adopted video SOAs the process has become streamlined and they can more confidently prove consent from the client.

This means that super account holders with balances over $1.7 million could benefit from delaying their retirement until July 1 to capitalise on the increased cap, which is set to jump to $1.9 million.

There are a number of ways in which advisers and practices can attract more young people into the industry, according to Corey Wastle from Verse Wealth. With attracting new talent set to be one of t

Advisers need to look inward to understand the needs of job seekers, Verse Wealth’s Corey Wastle said. Founder of independent financial advice business Verse Wealth, Mr Wastle, explained that wo

Host Maja Garaca Djurdjevic is joined by Corey Wastle, the founder of independent financial advice business Verse Wealth, to talk about the adviser exodus and why proactivity matters. Corey and Maj

Michelle Levy’s proposals, while not perfect, are a “radical improvement” on what the industry is currently grappling with, an adviser has said. Corey Wastle, the founder of independent fin