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Exploring the Future of the SoA in our Regulatory Landscape

Lengthy, wordy SoAs may be a thing of the past, with ASIC’s stance of technological neutrality. 

How Financial Advisers Can Meet The New Demand for Financial Advice Without Turning Clients Away

Australia has stood to lose thousands of financial advisers, and as a result, we are witnessing an only increasing advice gap, jeopardising the needs of consumers in gaining access to financial advice.

Socially Responsible Investing: Everything Financial Planners Should Know

Socially responsible investing looks both practically and ethically at strategically placing a client's money and wealth in assets that make a positive impact on the world. It is the alignment of a client's personal values and ethics to their investment portfolio, though differs from environmental, social, and governance (ESG), which analyses the risk, policies, and practices of a company.

Quality of Advice Review: A Response Through the Lens of the Modern Adviser

Due to the current state of regulation which has imposed layers of barriers that sit between advice providers and consumers, there's an enormous horizon of opportunity ahead for this industry. Following Michelle Levy’s Proposal for the Quality Advice Review, I am optimistic that we may be steps closer to delivering affordable digital advice in a way that’s aligned with the way people consume products and services in our modern, smartphone age. 

The Best Technology For Financial Advisers: Goals Based Advice Is Your Secret Weapon

'A goal is a dream written down’, and 'a goal without a plan is only a dream’ - so the inspirational sayings go. Though dreams may form the basis of goals, these are negligible without discipline and guidance, especially when it comes to turning a client’s dreams into goals and setting out a robust plan to help achieve them.

What Adviser Technology Can You Implement Today To Make Your Financial Advice More Valuable

In our modern world, technology serves not only as a tool by which we navigate our day-to-day tasks but as an integral instrument of our culture, societal and behavioural norms.