With financial advisers on the government’s skills shortage list this year, could an influx of advisers coming from overseas help to bolster these numbers and how difficult is the transition?
WT Financial believes the “supply-demand equation” is weighted firmly in favour of advisers as it reports its net profit after tax more than doubled in FY2022–23.
Australia’s demographic composition is ageing and with costs of living rising, it is important to understand the options of regular income available for your clients.
Guideway Financial Services has announced a new AI avatar paraplanning service which can present advice to clients, and is in talks with super funds about expansion.
Alphinity's ESG and Sustainability analyst, Moana Nottage explores the ESG considerations related to AMR and the importance of stewardship and company engagement in the healthcare and food sectors.
The investment manager is set to take over the management of the $90 million Watermark Absolute Return equities fund, transitioning it to an ASX long-short small cap product.
With the majority of retirement savings left unspent when most Australians die, advisers are playing a pivotal role in the growing landscape of retirement income products as industry focus shifts towards the decumulation phase.
