CHRIS HOLME

Features

The life insurance industry’s losses have stemmed mostly from unsustainable income protection products, Jassmyn Goh writes, but will the new products help end bad habits?...

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Financial planning

Financial advisers looking to increase their client meeting time should look to more support staff whether they are in the office or virtual assistants, according to an a...

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Financial planning

Stress and anxiety due to the number of never-ending hurdles placed on advisers along with civil penalties as a punishment for non-compliance is resulting in quality advi...

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Financial planning

The corporate regulator’s fee disclosure requirements are confusing some advice clients who are questioning advisers on why they are being told the same information eight...

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Features

Financial advisers looking to include ethical investing into their offering should “just do it”, Jassmyn Goh writes, or they may find clients, especially younger ones, wi...

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

1 month ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month 1 week ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

2 weeks ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 week 3 days ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

1 week 2 days ago