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Advisers need to closely scrutinise how much volatility exists in private assets during their portfolio construction and how this is demonstrated by the providers, accord...
INDUSTRY NEWS
Consulting firm Bain & Company has shared how it believes the wealth management industry can be transformed and three questions firms should consider. ...
INDUSTRY NEWS
Prime Minister Anthony Albanese has confirmed who will succeed Stephen Jones to serve as the Assistant Treasurer and Financial Services Minister. ...
INDUSTRY NEWS
As the ESG and sustainable investment market undergoes greater consolidation, three commentators explore how financial advisers can explain a fund closure or renaming to ...
INDUSTRY NEWS
In response to adviser feedback, AMP’s North platform has announced further enhancements to streamline the way advisers manage and action client requests on-platform....
INDUSTRY NEWS
Those financial advice practices which are seeing the strongest profitability and revenue growth share four similar characteristics in how they run their businesses. ...
INDUSTRY NEWS
The director of Ascent Investment and Coaching, Michael Dunjey, has been charged with 33 criminal offences. ...
INDUSTRY NEWS
Private wealth manager LGT Crestone has shared how the firm is utilising private debt strategies via a satellite approach and encouraged advisers to look beyond domestic ...
INDUSTRY NEWS
The latest annual compliance survey from law firm Holley Nethercote has found licensees are reducing their annual compliance spending, but future DBFO reform could see th...
INDUSTRY NEWS
Adviser Ratings’ latest financial landscape report finds there is a demographic of advice practices achieving an average revenue of $5 million, with only 3 per cent of pr...
INDUSTRY NEWS
The FAAA is calling for regulators to take a partnership approach with financial advisers regarding incoming legislation, rather than treating the industry as “guinea pig...
INDUSTRY NEWS
There have been strong numbers of returning advisers this year so far, according to Wealth Data, already surpassing the same period for 2024....
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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...