DUNCAN MCPHERSON

Financial planning

The financial planning industry will start working together to allow those currently excluded from getting advice to be included and the fear of providing complaint advic...

image
Financial planning

Given the unprecedented circumstances, financial advisers need to focus on explaining the situation to their clients in the calm manner and help them look beyond the shor...

image
Financial planning

Independent Financial Advisers are emerging as winners from the Royal Commission as clients shift away from bank-aligned advisers....

image
Financial planning

Superannuation fund administration advice arm, Link Advice sees a continuing role for intrafund advice within the Financial Adviser Standards and Ethics Authority regime....

image
Financial planning

Link Group has announced that it is bringing its Link Advice and Adviser Network capabilities together into one business....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

3 weeks 4 days 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 ago

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

1 week 2 days 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. ...

5 days 13 hours 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...

4 days 17 hours ago