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Brilliant Investment Thinking by Advisers for Advisers.
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FSG exemption back in play after ASIC fixes Treasury's DBFO reform blunder

It came as a relief instrument rather than the expected guidance note, but ASIC's move still managed to give advisers the surety they need to legally use the...

FSG exemption 'almost entirely redundant': Lawyer

For advisers that have already started relying on website disclosure, the unclear legislation "may or may not" be an issue, the Cowell Clarke lawyer explained....

How advisers can navigate APRA's likely hybrid phase-out

While APRA's proposed hybrid phase out is designed to improve the resilience of the financial system, it will inevitably impact investors and the strategic...

ASIC (and courts) to funds: Practice the ESG you preach and stop virtue signalling

It doesn't matter whether funds mislead investors with intent or not, and it doesn't matter if other parties were partly to blame. The authorities have had...

QAR fork in the road: Does your advice practice take a compliance or strategic approach?

An advice group can either shift its compliance settings to accommodate the reforms, or they can reshape their business strategy to take advantage of them. The...

Is APRA's hybrid war about protecting banks, retail investors... or itself?

It's odd that of the 12 published submissions to APRA's consultation on hybrids, not one advocated getting rid of them altogether. Is the regulator trying to...

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...

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...

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...