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Brilliant Investment Thinking by Advisers for Advisers.
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Ausbil gets active on dividend management with income-seeking investment play

The team at Ausbil have come up with a novel way to generate income without increasing risk or removing alpha generating opportunities.

Praemium CEO open for consolidation talks with an aim on growing scale

Anthony Wamsteker reflects on the tie-up with rival platform Powerwrap, the rebuff of Netwealth, and Praemium's plan to achieve double digit market share.

Dunbar's number and the advice client quantum query

With the mass exodus of advisers reaching its nadir, advisers are taking on more and more clients. Dunbar's theory shows just how unsustainable this is.

ASIC laments licensee 'lag and drag' after $5.6 billion customer remediation bill

The corporate regulator has delivered a stern warning to licensees with the release of its guide on consumer remediation. After overseeing billions in...

Gambling operator woes highlight draconian advice industry regime

The inability of major casino operators - and many other 'respected' professions - to run a clean sheet is galling for an advice industry beset with stifling...

'Complex' regulatory changes driving technical adviser queries

New income thresholds for seniors health cards, downsizer rules, the transfer balance cap, changing work test requirements and the Home Equity Access Scheme...

Financial stress underlines need for better advice model

Many have seen the value of their superannuation, property and share portfolios fall over the past six months, which has only highlighted the need for quality...

Australia readies for the Tokenization wave

The race to tokenize is on, with Australia joining Switzerland, the US and Japan in embracing the technology.

Further 7pc of advisers linked to unis: Principals Community brings scale to grad drive

With 127 practices under its wing, the tie-up between Kon Costas' ex-BT network and Deakin University will give 1,263 advisers a direct line to graduates and...

Transparency, action central to building 'consumer love'

Despite a backdrop of weaker returns and uncertainty, Australian Ethical has continued to grow via great engagement and 'consumer love'.

Financial advisers call for integrated technology solution as platform satisfaction wanes

Advisers are spending more on technology and using more platforms than ever, but satisfaction levels are on the wane according to Investment Trends.

Research shows enormous potential exists for advisers to capture emerging affluents

For wealth businesses to thrive the emerging affluent cohort is a savvy way to future-proof healthy client books. But building trust is a key component to...

Using stories to help clients understand investment concepts

Simple techniques like analogies and metaphors can help you connect with clients, but 'storyselling' needs to be simple and relatable.

FPA/AFA cultural divide 'more perception than reality': Abood

CEOs at the soon-to-merge associations say the two groups have become more aligned over the years. AFA members are no longer die-hard 'riskies', and the FPA...