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Higher fees prompt rise in advice firm prices
Article
Blog
Rising advice fees has prompted Radar Results to increase its price guide to a minimum of $3,000 per client.
Fidelity teams up with wealth manager on SMA launch
Article
Blog
Fidelity International launches first global equity SMA for Australian investors, with support from Emanuel Whybourne & Loehr.
Fidelity unveils global equity SMA
Article
Blog
Fund manager Fidelity International has launched its first global equity separately managed account for Australian investors, supported by wealth manager Emanuel Whybourne & Loehr.
More SMSF start-ups seeking financial advice: Vanguard
Article
Blog
A weakness of the super sector is the number of funds that take DIY literally and shun professional input. But this might be changing as a growing number of new funds reach out for a helping hand.
Client profitability key as advisers navigate growing cost to serve
Article
Blog
The days of financial advisers being “all things to all people” are behind us, as practices face a balancing act of rising fees alongside perceived value.
Industry fund members eye SMSFs
Article
Blog
New research reveals industry super fund members are more inclined than retail peers to establish SMSFs, reflecting rising interest.
Advised SMSFs increase as sector grows
Article
Blog
SMSFs using advisers rose in 2024 as the sector reached record size, yet a large gap remains with many trustees going without advice.
New SMSF trustees drive financial advice uptake
Article
Blog
Trustees of newly established self-managed super funds (SMSFs) are behind a surge in the uptake of financial advice, according to a Vanguard/Investment Trends SMSF report.
Nearly 60% advisers using MPS amid rising regulatory pressures
Article
Blog
Around 59 per cent of advisers are using an MPS as a result of increased regulatory pressures.
AI adopted for basic advice tasks
Article
Blog
Financial advisers are adopting AI mainly for basic tasks like file notes, emails, and marketing, with little uptake in investment research, hindered by limited tools and integration.
AI is here to stay, but don’t cheap out
Article
Blog
AI use in advice practices is set to grow, with experts stressing efficiency gains and compliance needs. However, advisers are urged to avoid free tools to protect client data and privacy.
AMP, intelliflo introduce dashboard enhancements for advisers
Article
Blog
AMP and intelliflo have announced a suite of enhancements on their respective systems to offer better efficiency for advisers.
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