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Platforms’ role expanding thanks to tech advances, falling costs and advice gap

Greater efficiencies and technological advances have made platforms integral to investment outcomes, and they are increasingly helping advisers focus more on client relationships by leaving the nuts and bolts up to automated tools, according to a panel of industry leaders.

Lisa Uhlman | 24th May 2023 | More
Advisers inundated with early release super enquiries

Strongly divided views about the wisdom of using the early release from superannuation have prompted large numbers of fund members to seek the advice of financial planners. Losing insurance cover, reducing retirement benefits and crystallising losses are the main issues commentators have highlighted. According to AMP’s technical adviser support team, early release of super was…

Annabelle Dickson | 6th May 2020 | More