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Key findings from AFCA’s 2023 annual review

AFCA has issued its annual review for the financial year 2022/23 and it makes interesting reading for those in the financial investments and advice sector. Complaints numbers are up The 2022/23 financial year has been the busiest in AFCA’s history, with a total of 96,987 complaints received – an increase of 34% since

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Trends for the next decade of sustainable investing

By Jessica Alsford, Morgan Stanley Institute of Sustainable Investing Sustainable finance will be shaped by new investment strategies, demand for resources and more stringent regulations. Key takeaways Expect a greater diversity of sustainable investing strategies across assets and themes, partly driven by growth trends among Millennial investors. The net-zero transition will change approaches

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It’s now or never for the great wealth transfer

By George Haramis, CEO & Co-Founder, moneyGPS Why firms must get relevant and accessible or risk losing hard-earned client wealth. Recent HSBC research shows that the vast majority (96%) of advisers feel taking an intergenerational approach is important. However, only around a third (35%) have met the client’s children, and only 30% have

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Archives

No quick fix

By Michael Barbera, Chief Product Officer – Trading, Iress What can we do to ensure Australia continues to have a

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Wholesale clients

What’s next for wholesale clients? A lesser-known recommendation of the Quality of Advice Review will impact how licensees classify their

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