New Horizons Financial Services

11/02/2022

https://www.professionalplanner.com.au/2022/01/bloated-advice-tech-market-correction-touted-for-2022/

Experts predict that many of the niche wealth technology providers in the market won't be around by the end of the year as market forces take their toll, but some of those providers are thinking outside the box in an effort to remain viable.

11/02/2022

https://www.professionalplanner.com.au/2021/11/big-5-licensees-lead-adviser-number-loss-columns/

Five of the country's six largest licensee owners dominate adviser losses in 2021, with declining numbers at the major groups remaining "out of kilter" with the market as a whole according to Wealthdata director Colin Williams.

11/02/2022

https://www.professionalplanner.com.au/2022/02/vertical-integration-needs-a-nuanced-review/

Reviewing vertical integration would benefit both consumers and industry, and the Quality of Advice Review presents a timely opportunity for this. It would also clear the way for policymakers to address the issue of retirement guidance – a current stumbling block in retirement income policy.

09/08/2021

www.moneymanagement.com.au/news/financial-planning/high-fees-leaving-consumers-seeking-advice-tiktok

Social media influencers taking kickbacks is no different to the ‘bad old days’ of commission, according to one MP, as the regulator cracks down on ‘finfluencers’.

09/08/2021

www.moneymanagement.com.au/news/financial-planning/tech-integration-crucial-attract-younger-clients

One-in-four advice firms are using 15 different advice technology tools, presenting an opportunity to consolidate to improve the client digital experience, especially for younger clients, according to Netwealth.

27/07/2021

Feedback from the regulator’s consultation into affordable advice reveals advisers are keen on regtech but have little interest in digital advice because it costs too much and consumers aren't interested.

27/07/2021

www.afr.com/companies/financial-services/amp-scraps-adviser-buy-out-plan-in-wealth-model-revamp-20210726-p58cv0

AMP has thrown in the towel on what was once a key plank of its financial advice structure and will hand ownership of clients back to financial advisers.

26/05/2021

https://www.professionalplanner.com.au/2021/03/asics-adviser-registry-falls-apart-on-qualifications/

The regulator’s FAR has the potential to be a central source of truth about adviser qualifications, the FASEA exam and membership association, but formatting flaws and missing information are confounding users.

26/05/2021

https://www.professionalplanner.com.au/2021/05/licensee-familiarity-breeding-adviser-discontent-coredata/

There’s a clear honeymoon period after an adviser joins a licensee, with satisfaction highest in the initial 12-month period. That’s partly the thrill of the new, no doubt; but it’s also surely because no one likes to admit they’ve made a terrible mistake, even if it’s obvious early on. Co...