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13 August, 2021 |
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Latest News |
Money Management Original | Small is the new big for financial planner growth | New licensees that offer holistic advice has seen a net growth of 120 adviser roles since the start of the year and are the fastest growing planning groups, according to Wealth Data. |
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Sponsored Content | What’s next for markets? | Watch the replay of the BlackRock Mid-year Global Outlook. Watch now and earn CPD. |
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Money Management Original | Duplicate tech systems costly to advice firms | Advisory firms are spending an average of $10,000 per employee on technology but much of this has only one use or is overlapping with existing systems, according to Netwealth. |
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Industry News | Industry bodies unite against CSLR draft | Eight industry associations say the compensation scheme of last resort will become a “go to” rather than a last resort and excludes product providers from accountability. |
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Industry News | SAFAA welcomes ASIC reform approach | The Stockbrokers and Financial Advisers Association has welcomed the announcement from the corporate regulator regarding its “reasonable approach” in the early stage of the reforms. |
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Industry News | Perpetual acquires HNW boutique planning firm | Jacaranda Financial Planning, a Sydney and Melbourne-based boutique wealth advisory firm with almost $1 billion in funds under advice, has been acquired by Perpetual. |
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Outsider |
Money Management Original | Gold medal for advertising | If there was a gold medal for advertising in the Olympics, Outsider believes Aware Super would take out the gold medal spot. |
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Money Management Original | Different but same numbers | While Outsider has been closely watching the daily numbers of COVID-19 cases spreading across the east coast, he finds it very confusing and struggles to figure out what those numbers really mean. |
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Money Management Original | Taking a break for a swim | With several states back in lockdown, it was unsurprising that Parliamentary sessions were back to Zoom and Outsider is amused to see Parliament House is not immune from lost connections. |
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