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Retirees need to consider their equity allocation differently to accumulation investors, according to Martin Currie, if they want to maintain a ‘sufficient income for lif...
Investors are concerned around the uncertainty around the tapering of quantitative easing, the tail risk of transitory inflation and the Delta COVID-19 variant, according...
Zenith Investments Partners has announced the completion of a rollout of its responsible investment classifications across funds on its approved product list....
Fidelity believes interest rates will rise sooner than forecasts, but because of the current temporary inflation, volatility will increase and interest rates will take on...
Non-bank financial services – as well as banking and insurance – are among the lowest rated industries for trust, according to Roy Morgan....
The corporate regulator has released guidance on how advisers should be giving records of advice provided under the temporary COVID-19 relief measure....
Ashish Kochar will replace Amit Lodha as portfolio manager of the global equities fund who has stepped down to spend more time in India with his family....
The cost of the single disciplinary body needs to be kept under control otherwise it will be another factor in driving up the cost of financial advice, according to indus...
Advisers should look at clients looking for one-off advice to build their prospective secondary client base, given that rising costs of advice delivery are driving down t...
The continuing profession development guidelines need to be addressed to remove duplication for tax financial advisers and there needs to be a consultation process which ...
Growth will be needed by investors in a risky environment like the one we are in, according Hamilton Lane....
A second failure of the You Future, Your Super performance test the next year was even higher as it would include nearly 90% of the same data, according Parametric Portfo...
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...