Search ResultsShowing 1 - 7 of 7 results for "wealthdigital"
Financial advice in 2030: What does it look like?
JAMIE WILLIAMSON  |  TUESDAY, 9 APR 2019
... Productivity Commission was implemented verbatim, by 2030 the financial advice industry would look very different. WealthDigital predicts Australia's financial advice landscape will look very different in 2030 and, in a new white paper, outlines ...
New initiatives ready advisers for the future
JAMIE WILLIAMSON  |  WEDNESDAY, 5 DEC 2018
... the pressure on financial advisers by the way of two new partnerships and a new study hub, all available on the wealthdigital platform. "Over the last 12 months, as the key issues in these three areas impacting financial advisers have emerged, we've ...
FASEA-induced exodus increasingly likely
JAMIE WILLIAMSON  |  TUESDAY, 17 JUL 2018
... calling for a specific education pathway for accountants providing SMSF advice under a limited AFSL. In contrast, wealthdigital technical manager Rob Lavery believes FASEA represents a major hurdle for accountants in the SMSF space. "Unlike RG146, the ...
Best-in-show funds pose pressing issues for advisers
KARREN VERGARA  |  WEDNESDAY, 13 JUN 2018
... superannuation products could have pressing implications for financial advisers which shouldn't be overlooked. According to Wealthdigital technical manager Rob Lavery, the ramifications for advisers stemming from the 571-page draft report assessing the ...
More adviser participation needed to shape ethics code
JAMIE WILLIAMSON  |  WEDNESDAY, 16 MAY 2018
... been required to adhere to. While it is already expected that advisers comply with a raft of legal obligations, wealthdigital technical manager Rob Lavery said the draft code contains several, less prescriptive measures the industry will also have to ...
Beware downsizer downsides
JAMIE WILLIAMSON  |  WEDNESDAY, 7 MAR 2018
... familiarise themselves with the rules. Commenting on the downsizer contribution allowable for over-65s from 1 July 2018, wealthdigital technical manager Rob Lavery said he is concerned many advisers are not across the traps of the strategy which, if ...
Mobile education drives advice professionalism
JAMIE WILLIAMSON  |  WEDNESDAY, 5 APR 2017
... joint venture between knowITdigital and vocational education provider Monarch Institute. Users of knowITdigital's wealthdigital tool can now study a Diploma of Financial Planning and Advanced Diploma of Financial Planning integrated with the knowITdigital ...
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