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Wealth management firms must adapt their model, infrastructure, and workforce to ensure customer interaction is a low-friction, enjoyable experience, David Levi writes....
Outsider is pleased to note that while Greg Medcraft may be coming to the end of his extended tenure at the helm of the corporate watchdog he is exhibiting few signs of s...
Outsider was delighted to learn that his old mate Barry Lambert is being honoured by Countplus by having a Harvard Business School scholarship named after him....
It amused Outsider to read research that said Gen Ys plan to retire around age 51-60, while some plan to retire even earlier at 31-40 years....
Sean Howard looks at strategies advisers can use to maximise Age Pension entitlements, minimise income-tested care fees, and provide income to a person that needs home ca...
Mike Taylor writes that the Australian Securities and Investments Commission was fundamental to the changes being wrought on the financial services external dispute resol...
Recent federal ministerial rhetoric suggests the financial services industry has few friends in high places and difficulty in finding its voice, Mike Taylor writes....
Lonsec has regained the top spot in the first part of Money Management's 2017 Rate the Raters survey, while new and smaller player SQM Research has earned a nod from fund...
Technology may be vital for increasing efficiency and decreasing costs but the key to achieving this lies in how financial advice practices implement and utilise it, Jass...
The financial advice industry needs to justify its use and/or retention of the various investment constituents that make up their portfolios to remain relevant, Clayton C...
Enterprising investors should distance themselves from the crowd by investing heavily in valuable companies for long-term returns, Lawrence Lam writes....
It is more important than ever to watch macroeconomic trends to determine the best investment opportunities, Nader Naeimi writes....
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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...