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FINANCIAL ADVISERS
Financial planning
Quarterly Wealth Data analysis has uncovered positive improvements in financial adviser numbers compared with losses in the prior corresponding period....
Financial planning
Netwealth research has uncovered the top reasons why advised clients stop seeing their financial adviser, despite clients’ perception of value growing over time. ...
Financial planning
The financial advice industry has seen a net loss after 10 consecutive weeks of net growth in adviser numbers, according to Wealth Data....
Financial planning
Only 11 per cent of financial advice practices have said they are including crypto products on their approved products lists, according to CoreData....
Financial planning
While the measures in this year’s federal budget may seem minimal, MLC has broken down the “little pieces of gold” and client opportunities for financial advisers to maxi...
Funds management
As private credit funds face further scrutiny, a Perpetual portfolio manager has highlighted key questions for investors to ask when considering these investments....
Financial planning
A financial planner has been reappointed to the Tax Practitioners Board for a one-year period, following his initial appointment three years ago....
Financial planning
With AFCA urging financial advisers to report instances of misconduct, Assured Support has broken down the red flags to be aware of in your own business....
Financial planning
The financial advice and investment services firm has welcomed nine senior advisers to its ranks, including six who have jumped ship from Perpetual Private, with the firm...
Financial planning
One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....
Funds management
Milford is to launch three funds following consultation with financial advisers while closing two other strategies which hold a small volume of assets....
Financial planning
Three commentators unpack how firms are increasingly hiring client-facing investment specialists to support financial advisers in understanding the complexities of altern...
Financial planning
Five male names are shared by over 10 per cent of the financial advice industry, according to CoreData, while a female name does not appear until number 43....
Funds management
Natixis Investment Managers has explored how financial advisers can leverage derivative income ETFs for their clients who are seeking to enhance income generation....
Financial planning
Financial advisers who wish to implement artificial intelligence in their practices need to undergo a change in their mindset as to how they use technology....
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Podcast
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...