As adviser numbers shrink, attracting, training, paying and retaining financial advisers is one of the most important issues facing businesses. Alisdair Barr (Striver), Matthew Swieconek (Findex) and Jonathan Scholes (Findex) discuss how advice practices are overcoming this challenge.

With interest and growth in ESG investing showing no signs of abating, Jessica Harris - Financial Adviser (MGD Wealth) explains her approach when talking to clients about this style of investing.

The net zero carbon transition is providing investors with a range of opportunities in the ethical and climate-responsible investing space. Leah Willis and Dr Stuart Palmer discuss the growing appetite by investors for this type of investing.

Andrew Mathie, Samantha Hawkins and Matt van Dijk discussed the latest findings from Praemium research, which was undertaken by Business Health, on the key drivers for success for advice practices.

Building the right foundations for any advice business will help drive success through these challenging and unprecedented times. Jonathan Hoyle talks to Jayson Forrest about the key drivers that support growth in a high performing business

Jason Huljich (Centuria Capital), Andrew Lockhart (Metrics Credit Partners), Daniel Choo (Russell Investments), Alex Donald (Ironbark), and Chris Ogilvie (Invest Blue) consider potential issues in going down the private markets path

With submissions now closed for the Quality of Advice Review, Adrian Kwa (Strategie3) and Toby Potter share their thoughts on what quality advice is and outline their key recommendations to Treasury

The appetite by Australian investors for portfolios that meet their personal values, continues to rise steadily. And sitting at the heart of this is ESG. Leah Willis (Australian Ethical), James Harwood (Russell Investments), Michael Salvatico (S&P Global Sustainable1), and Deanne Baker (Lonsec) share their thoughts on how advisers can meet this demand, while still satisfying the financial goals of their clients.

Leah Sciacca (ASIC) provides a recap on the key findings of ASIC's Report 779 and the role of super trustees, financial advisers and advice licensees in monitoring investment underperformance

The COVID-19 pandemic is redefining the workplace, as more Aussies are forced to work from home. Adele Martin CFP^® has been working from her virtual office for nearly five years. She shares her remote working tips with Jayson Forrest. 

As global economies go through unparalleled development surges, infrastructure is playing an increasingly important part in the overall diversification of portfolios. John Julian (AMP Capital), Chris McAlpine (Context Capital Consulting), Tim Murphy (Morningstar), and Trent Koch (First Sentier Investors) discuss the challenges and opportunities of real assets.

Nick Avery and Chris Wrightson explain how their business models provide a very different managed account service for advice practices.

Deciding to transition to a managed accounts program is the easy bit. However, for advice businesses that are not fully prepared, there can be challenges in implementing this investment solution. John Burton (Lonsec) explores the six critical factors that underscore a successful rollout of managed accounts.

Vertical integration remains a hot topic of discussion within the industry and one which was keenly discussed by Piers Bolger (Infinity Asset Management/Viridian Financial Group), Matthew Swieconek (Findex) and Paul Forbes (Australian Advice Network) at a recent IMAP webinar on ‘The strategic role of wealth management in a diversified financial services business’

Speaking to an audience of around 200 at the IMAP InvestTech 2021 virtual conference, the CEO of WealthO2, Andrew Whelan, outlined the role technology can play in enabling advice practices to achieve scale and efficiency, while reducing many of the common causes of stress for advisers.