The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Financial Planning

Platform reveals advice firms' top issues

BY KARREN VERGARA | FRIDAY, 24 MAY 2024 12:46PM

Practice management, advice technology, and superannuation are top of mind for financial advisers who want to improve their aptitude and knowledge, according to professional networking platform Ensombl.

Upgrade your subscription to access this article

And gain access to:

All archived news content
Access to the Financial Standard app
Home page news customisation
Financial Standard 's fortnightly newspaper
25% discount on tickets to networking events

And more

Already A Subscriber?

UPGRADE SUBSCRIPTION

VIEW COMMENTS

Related News

►	CFS, Viridian Advisory launch low-cost advice deal
►	Total super assets hit $4tn milestone
►	SMSFs surpass $1tn milestone
►	Can technology help advisers service the masses?
►	CFS awards equity, infrastructure mandates
►	Coalition urges super funds to push for QAR reforms
►	ATO recovers $900m in unpaid super
►	Fair Work ruling, ASIC put offshoring arrangements on notice
►	CFS expands managed accounts offering
►	Magellan chief operating and financial officer departs

Editor's Choice

AMP completes advice licensees sale

KARREN VERGARA

AMP has finalised its divestment of three licensees and support service business to Entireti and AZ NGA as the new owners unveil a revamped leadership team.

OC Funds Management launches fund, scores mandate

MATTHEW WAI

OC Funds Management launched its first Australian equity mid-cap fund, securing more than $500 million from MLC Asset Management.

Magellan launches third Vinva fund

ELIZA BAVIN

Magellan has launched a new fund aiming to provide investors with exposure to a long-short strategy.

WA super law reforms boost GESB

JAMIE WILLIAMSON

Laws that will enable GESB members to keep growing their super with the fund after they leave the public service have been passed.

Videos

Brought to you by

Under the hood

Entering a new era

Confidence guaranteed

Gearing up

Recipe for retirement readiness

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Jenny Taing

Principal Solicitor

KHQ Lawyers

'Chameleon ETFs': Still groundbreaking and here to stay?

It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...

READ MORE

Robert Talevski

Managing Director

Activam

Tailored or off-the-shelf: What's right for your practice?

In the ever-evolving landscape of wealth management, financial advisers and investment professionals are faced with a multitude of choices when it comes ...

READ MORE

Nathan Robertson

Chief Executive Officer

Alvia Partners

Five principles for successful family office investing

At the time of writing, Australian public companies were at the end of another round of reporting their half-yearly financial results. For investors and ...

READ MORE

Robert De Dominicis

Chief Executive Officer

GBST

Mistaking financial literacy for retirement literacy

Many are unclear about how to transition from working life to retirement, particularly regarding their retirement savings and the options available to ...

READ MORE

Industry Events

MORE INDUSTRY EVENTS

DEC

Advisers Big Day Out - Adelaide

Featured Profile

MORE PROFILES

Kellie Wood

HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED

Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

READ MORE