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Mike Taylor writes that industry fund members represent a large and largely untapped client base for financial planners to which the FPA has rightly sought to provide acc...
While it may sound paradoxical, approaching financial planning like a friendship or relationship could be the key to improving professionalism, Nataliya Denisov writes. ...
Craig Swanger writes about the impact the downgrade on bank hybrids could have on investors. ...
While ASIC is right to pursue more timely breach reporting by financial planning firms it should acknowledge that the vast majority more than live up to their obligations...
With a third of FOS determinations going unpaid the efficacy of Professional Indemnity insurance as a compensation mechanism is under question and, as Mike Taylor reports...
Restoring confidence in the financial advice profession has become a catch cry for institutions recently, but the reality of the proposal is still a way off, Amelia Const...
With regulatory change shining a spotlight on fees, platform providers are under increased pressure to justify their value. Perhaps innovation is the key to retaining adv...
In an increasingly competitive advice space, planners could benefit from ditching benchmarks in favour of goals-based investment, Craig Keary writes. ...
Investors who take a business-owner approach and shut out market noise are in the best position to distinguish between price and value, Julian Morrison writes. ...
The concerns expressed by FOS on the renaming of “general advice” overlook the importance of creating a clear separation between advice and product sales....
Alternative investments, like hedge funds, can be seamlessly blended into portfolios, but the trick is to remember they are not an asset class in their own right, Andrew ...
The risk market has bounced back from six months of sluggish activity with growth across both the individual and group sectors, research has confirmed. ...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...