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...

3 weeks 2 days ago

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

4 weeks 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 1 day 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. ...

3 days 19 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...

2 days 23 hours ago