Out of context
"I think anything can be justified if you use the words cleverly enough."
MorningStar's Graham Rich gives an insight into how reseach houses operate, at the November FPA Luncheon.
"These are all reasonably good profits, risk and reward, shit happens."
Beverley Houterman, senior consultant for the Paul Resnik Consulting group, talks about venture capital raising at the Post Ralph Advanced Taxation and Super Strategies Conference.
"I'm a city slicker but I've become a bit of a tree hugging hippie of late."
Kay Wood of FUN Strategies describes her lifestyle decisions to financial planners and others gathered at the taxation strategies conference.
Recommended for you
The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients.
Having sold Madison to Infocus earlier this year, Clime has now set up a new financial advice licensee with eight advisers.
With licensees such as Insignia looking to AI for advice efficiencies, they are being urged to write clear AI policies as soon as possible to prevent a “Wild West” of providers being used by their practices.
Iress has revealed the number of clients per adviser that top advice firms serve, as well as how many client meetings they conduct each week.
