FUTURE OF ADVICE

Financial planning

Servicing 200 to 300 clients will be the future for financial advice as long as the technology stack is up to scratch, according to an adviser....

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Expert Analysis

Advisers should stop trying to ‘do it all’ and know when to outsource to other professionals, writes Scott Fitzpatrick, allowing them to focus on the advice....

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Financial planning

Financial advice needed to focus on improving the value of advice, rather than focusing solely on the cost, according to a panel....

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Financial planning

Regulatory reform, technology and some form of subsidisation are needed to fix advice, according to the FPA chief executive....

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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 3 weeks ago

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

1 month 4 weeks ago

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

2 months ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

2 weeks 2 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

1 week 2 days ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

1 week ago