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ASIC granted new powers over financial market infrastructure entities
The Bill comes after a report from the Council of Financial Regulators warned that the financial system's reliance on financial market infrastructure had...
The advice business models that are growing in 2024
It's been a tale of two models in advice, with the accountants that provide holistic advice services going one direction and those that provide SMSF advice...
Dixon's inquiry could be a reckoning for vertically integrated practices in advice
In the Dixon's inquiry vertical integration will not only be writ large, but it will have thousands of victims' names attached to it. The practice has run...
Compliance is 'hollow, empty' without the right culture: ASIC's Longo
Rather than striving to tick legal boxes, the commissioner said, compliance teams should build their work practice around the right ethical pillars to engender...
More than $8,000 per adviser: Potential Dixons CSLR bill comes into focus
It's essential that we learn from the Dixons Advisory scandal, the FAAA chief said, so we can avoid future harm. The association has asked the government to...
Savvy equity plays see Fortitude ride out broader economic slowdown
The Brisbane-based private equity team has made a point of seeking out investee companies that are well equipped to handle a slow-motion recovery in the...
'The foundations are pretty soft': Correlation considerations taking centre stage
With the danger of fractured markets inflated, the need for a truly non-correlative asset is at a premium. And with the default system cleaned up, Fortlake saw...
ASIC sounds the alarm on third-party product distribution
On the whole, product providers like fund managers have "made progress" with their adherence to target market determination rules. But ASIC warns that when...
Guide, guru, gladiator: The different roles of a financial adviser in 2024
From behavioural coaching to asset allocation and emotional support, the evolving role an adviser plays sees them take on a raft of heroic guises. The value of...
FAAA pulls up ABS on advice occupation classification, proposes new definition
The bureau's financial advice role definition is not up to scratch, the FAAA says, and conflates the role of a financial adviser with an investment adviser. A...
'I've been busy' and other things advisers should stop saying to clients
A long-running study has revealed a raft of information about the way financial services professionals communicate with their clients, as well as four key ways...
The advantage of running a high conviction global fund out of Australia
Being caught up in a constant thrum of market activity might be advantageous for some investment teams, Desmond explained, but isn't necessarily for those with...
'Play to whatever makes you stand out': Advisers discuss what makes them unique
Knowing how much personality to inject into a professional advice veneer is a skill that needs to be learnt by all advisers, but practices also have a role to...
Time to get proactive on $3M super tax changes strategies: KeyInvest
The new rules around superannuation balances over $3 million have many searching for ways to mitigate the impact. The tax advantages of investment bonds may...
Ironbark's Royal London fiasco puts advisers in uncomfortable portfolio position
For those who have recommended the Royal London's Core Fund, especially, the incongruous management switch means they have to explain to clients why it will...
There's riches in niches, but only if you know which private capital corners to look in
Private capital might house some of the most in-demand asset classes in the game right now, but the proliferation of providers just reinforces the need to know...