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News by this author
Coverage of the Commonwealth Bank planning saga has clients believing the events happened “yesterday”, placing increasing pressure on advisers to justify their value prop...
A central register of advisers could help weed out rogue operators in the financial advice space and rebuild trust in the profession, the Association of Financial Adviser...
Financial planners' performance should be given a rating by customers and scores made readily available on a central register, BT Financial Group believes. ...
Advisers’ attempts to cover all bases could be costing them new clients, with search patterns showing those with specialist offerings have greater pulling power, a planni...
A burgeoning licensee admits it has had to turn away prospective advisers who did not fit with the business’ trajectory, despite solid growth in the last year....
The FSI’s call for clarity on potential vertical integration conflicts could see moves towards parent-company transparency in the aligned advice space, Synchron director ...
Industry advocate groups have broadly welcomed the Financial System Inquiry (FSI) interim report’s vow to lift the education bar for advisers, but one has questioned the ...
The FPA has written to Clive Palmer and fellow cross benchers to try and correct what it calls media “misinformation” around FOFA changes. ...
AXA Investment Managers has appointed Simon Flood to head its retail and institutional business across Asia Pacific....
The apparent disconnect between retirement savings and untapped home equity is one of the most puzzling situations in the financial services space, according to Deloitte....
Analysis by this author
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...