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FINANCIAL ADVISERS
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....
Features
With alternative funds being described as “impossible” for fund managers to target towards advisers without the support of BDMs for education, Money Management explores t...
Financial planning
Financial advisers are being encouraged to bring forward their retirement income planning conversations with clients, with an ideal “runway” of at least 10 years prior to...
Financial planning
The proportion of advisers working at a privately owned licensee rose to 78 per cent in the fourth quarter of 2024 as over 1,000 advisers left a diversified firm. ...
Financial planning
The financial advice business has expanded its range of services with the introduction of Apt Wealth Legal Services to meet clients’ evolving needs in estate planning and...
Funds management
New research has revealed which fund manager is the most recommended by financial advisers to their clients, as well as the most preferred research houses....
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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...