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Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam is unethical.
Despite having less growth potential than other assets, financial advisers have said cash allocations are providing a sense of comfort for clients, allowing them to ride out volatility without sacrificing their lifestyle.
AMP’s advice platform has announced three additions to its managed account menu with the new funds aimed to help advisers with clients’ income protection and fixed income needs.
Wealth technology platform HeirWealth has announced a partnership with Hatch Accountants to support the intergenerational wealth transfer.
