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Contrary to claims that finfluencers are a more accessible alternative to advisers, this licensed finfluencer believes she plays a complementary role towards easing inves...
In this episode of Relative Return, host James Mitchell chats to David George, chief executive of Magellan Financial Group, to discuss how he is hoping to grow the asset ...
While investors have moved past the idea of ESG as a kind of philanthropic activity, the uncertainty and volatility of markets this year could end up pitting ‘values’ ag...
The recent failures of US banks, Silicon Valley Bank (SVB) and Signature Bank, have unnerved investors globally, writes ST Wong....
Red tape has been suffocating financial advice for years. It’s time for regulators to turn their attention to the army of emotionless robots who will be joining the profe...
In this episode of Relative Return, host James Mitchell catches up with Hari Balkrishna, portfolio manager at T. Rowe Price, to discuss his journey from investment bankin...
Inflation is set to be a key challenge for clients as we enter a period of core inflation which will be more difficult to budge without an economic slowdown to ‘reset’ th...
In this episode of Relative Return, host James Mitchell catches up with Milford Asset Management’s Will Curtayne to find out why he believes property price growth will tr...
While many welcomed Treasurer Jim Chalmers’ second budget with its $14.6 billion cost-of-living plan, some industry professionals are concerned with what was left out. ...
Sustainable cashflow is the apex for financial advice firms today and growth can be a bitter pill to swallow amid growing compliance and administration costs, writes Umes...
In this week’s episode of Relative Return, Mayflower Consulting’s CEO, Sarah Penn, chats with host James Mitchell about structural issues in the Australian superannuation...
One of the fundamental roles of a financial adviser is to understand the needs and objectives of each client and provide strategy and product advice recommendations that ...
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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...