Advisers, non-relevant providers will not compete: LevyBY CASSANDRA BALDINI | WEDNESDAY, 16 NOV 2022 12:46PM Financial advisers won't be competing with non-relevant providers to provide advice as they're occupying different worlds and serving different needs, Quality of Advice Review chair Michelle Levy says. Related News |
Editor's Choice
Ausbil shutters $27m long short fund
Ausbil Investment Management has shuttered its Long Short Focus Fund, with $27 million in funds under management (FUM).
Ageing dynamics require holistic retirement planning: La Trobe Financial
As more Australians enter retirement, the phase increasingly resembles a "distinct" economic life cycle, making better retirement planning essential rather than just an opportunity for financial advisers.
Aware Super elevates data and AI with new promotions
Artificial intelligence (AI)and data analytics are becoming increasingly central to investment decision-making, with Aware Super reshaping its investment leadership to strengthen how technology informs portfolio strategy.
Challenger open to TAL takeover at a better price
Challenger will continue to engage with TAL Daiichi Life to get a better offer price, after it rejected the takeover bid earlier this week, stating the offer falls short of a level it could recommend to shareholders.
Further Reading
Products
Expert Feed
When geopolitics becomes a portfolio risk
Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.
Does association membership still matter?
With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...
Digital assets and where they stand in 2026
So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story.
Rethinking default design in a changing market environment
The evolution underway in the US DC system highlights the value of periodically reassessing default design assumptions.
Featured Profile
Jacqueline Fernley
CHIEF EXECUTIVE OFFICER
ARC POINT OCIO PTY LTD
ARC POINT OCIO PTY LTD
Jacqueline Fernley is a self-confessed nerd, a market animal and as of this year, her own boss. Riddhima Talwani writes.
The Financial Standard podcast Tune in each week as we discuss the latest developments in Australia's wealth management industry. |  |
Dear Lord - is she serious?? We are almost back where we started
The institutions haven't exactly proven that they can deliver good advice so far. I don't think this changes this.
Crazy that they raise the educational standards, push thousands of advisers out and now claim that 16,000 advisers can't service Australia... only to give the industry to banks in the end anyway.