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Brilliant Investment Thinking by Advisers for Advisers.
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'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...

'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...

What advisers should focus on as a new regulatory horizon dawns

Advisers need to be in lockstep with what is an ever-changing slate of priorities for the corporate regulator, and right now that means ticking a particular...

Stakeholders reject overly complex products: 'If I can't explain it, I can't use it'

If managers present a fund that has a convoluted structure and can't be described with clarity and transparency, what hope does an adviser have in then...

FAAA to consult with Treasury over CSLR 'unintended consequences'

While the minister has remained relatively mute on the obvious issues with the CSLR, he will at least allow the association to discuss the scheme's flaws with...

Asset managers courting advisers with free consulting services

Over half of asset managers in the US offer "business consulting resources" to the growing registered investment adviser cohort. Whether advisers actually want...

The FAAA's 'Angry Anderson' sounds off on Dixon Advisory drama

Appropriately enough, it took a regulatory breakdown to finally ruffle the policy chief's feathers. In the first of a series of whitepapers aimed at collating...

AI impact 'won't be linear', with some sectors set to benefit more than others: Amundi

Some sectors will feel the benefits early, and the impact will be all-consuming. Others will take longer, and the effect might only be marginal. For advisers,...

AMP sells major stakes in advice network to Entireti, AZ NGA in blockbuster deal

The three-way tie-up highlights just how much the power dynamic has shifted across the advice landscape over the last decade, with advice ownership groups...

Juice 'worth the squeeze': Custom model portfolios take hold as SMA market matures

Both in the US and at home, the model portfolio market has matured to the point where most advice firms running managed accounts are in the frame to use...

The marketing tool that’s putting wind in the sails of growing advice groups

Public relations executive Abbey Minogue has had remarkable success advising financial firms on content marketing strategies to support their growth. As...

Time's up on sloppy FAR record keeping: ASIC

Licensees were given a month to clean up the information they provided to ASIC about adviser qualifications and training. That time is up, and enforcement...

CFD market 'active' again after ASIC crackdown

Contracts for difference are sophisticated investment tools that can magnify both gains and losses, which is why the regulator

Adviser numbers begin long, slow climb north again

There's a pattern to the way adviser numbers oscillate around the end of the financial year, but there's nothing common about the movement in the licensee...