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Paraplanners are changing, but they still don't want to be advisers
The percentage of paraplanners that have ambitions to become qualified financial advisers has decreased dramatically, with several key drivers behind the...
ASIC commissioner cuts 5-year term early to join Vanguard
The respected lawyer will not see out his contract with the corporate regulator after accepting a role in the commercial sector.
Tax deductibility review a ray of hope for adviser community
Advisers are rallying around the prospect of upfront advice fees becoming tax deductible after the ATO announced a review of Tax Determination 95/60.
US stocks to rise as inflation sags in post-pandemic period: BCA Research
The US economy should experience a "benign disinflation" over the next six months as pandemic-infused snarls unravel. That should mean good things for stocks,...
Adviser at a crossroads: Leadership, sustainability and the election of choice
Adviser James O'Reilly had a long-held personal ambition to "stick a pin in the ground" and make a difference, but it was realising how much his clients wanted...
Inflation peaking, but 'conflicting forces' keep rebound at bay: Sage Capital
Green shoots of relief from central banks will take some time to filter into the economy due to a confluence of factors according to Sage Capital.
The biggest advice and investment stories of 2022
The release of Michelle Levy's preliminary advice review recommendations topped this year's most read stories, yet the proliferation of well-read articles that...
The truth about ESG: Australian Ethical
What investors often misunderstand is that despite having 'environmental' in its description, ESG integration screens often don't exclude companies that damage...
ASIC pullback on $500K threshold sparks SMSF narrative change
After the regulator abandoned its $500K minimum balance guidance, the SMSF Association says it hopes licensees will reconsider some of the concerns they may...
Recession plus ESG uplift spells 'worry' for REITS: Clearbridge
Speaking on a fireside chat during The Inside Network's recent ESG event in Tasmania, Langley said that while infrastructure assets will continue carrying the...
Levy's advice proposals get heavy hitting advocacy lift
The Financial Services Council and its provider members are putting their weight behind the advice review leader's suite of reforms as the December 16 delivery...
ASIC 'neutral' on SOA format, video statements good to go
The Corporations Act is "technology neutral" according to ASIC, so video SOAs are acceptable as long as they include the eight or so standard compliance...
Responsible investing now one of the top actions people take to improve the world
It now sits aside recycling, reducing energy consumption and using biodegradable products as one of the most common methods of making a positive impact...
Good advice foundation to shift from 'reasonable benefits' to 'fit for purpose': Levy
Review leader Michelle Levy said the proposals need to look at the "full universe" of providers. If 'good advice' is to replace best interests duty while also...
Waiting for the weight to shift: Atrium
Markets may not always do what's expected, but fundamental valuations and adherence to timelines will usually win out eventually according to Atrium Investment...
Life insurance commissions consent concerns 'misinformed': AFA
Concern about Michelle Levy's insurance advice consent proposal is off the mark and shouldn't get in the way of reform, the association's chief executive says.