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A number of the recommendations likely to flow from the Royal Commission will be viewed as unfair but the financial planning industry will need to be pragmatic if it is t...
Paying attention to the MSCI ESG Leaders Index could help those looking for socially conscious investments avoid companies such as Facebook, even before public light is s...
With Elder Abuse becoming increasingly common, Gil Gordon looks at how advisers can assess legal capacity and ensure they are both giving and recording appropriate advice...
Geoff Rimmer looks at the future of the vertically integrated model, regulation, the dealer group model and dealer Australian Financial Services Licences models in the wa...
Mike Taylor writes that for the major financial planning organisations the future resides in looking beyond the Royal Commission and reaping the benefits which flow from ...
Mindy Ding looks at how to navigate the maze of regulation that covers leaving superannuation to beneficiaries as part of an estate and explores relevant issues regarding...
Outsider’s prize for lasting impression at this year’s Money Management Fund Manager of the Year Awards, apart from a particular dipsomaniac colleague, goes to his mate, ...
Outsider hears that a new game is being played in the financial services industry – Where’s Michael....
Outsider is feeling just a little bit sorry for Financial Planning Association (FPA) chief executive, Dante De Gori who, after a somewhat gruelling session at the Royal C...
A high conviction, concentrated portfolio with a diversified risk profile, along with a strong focus on company fundamentals, has helped the Legg Mason Martin Currie Emer...
An active, macro-oriented, value-driven and benchmark-agnostic approach, which helped differentiate the Legg Mason Brandywine Global Opportunistic Fixed Income Fund from ...
A strict investment process that delivers strong income with minimal risk has seen Wingate’s Global Equity Fund – Hedged take the crown in the Retirement and Income Focus...
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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...