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Brilliant Investment Thinking by Advisers for Advisers.
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ASIC levy review targets adviser 'time-lag' issue

The review will consider "the consequences of time lags between regulatory action and cost allocation", the terms of reference states.

AMP Advice to 'break even' by 2024 as losses soften

The institutional provider's AUM and profit lines stayed red in 1H22, but positive signs emerged.

Vanguard goes all-in on 'lightly regulated' advice pitch

The global ETF and would-be superannuation fund provider believes a scaled compliance model would better serve the domestic advice market.

The right words at the right time - reacting to client concerns

In unpredictable markets, emotions can run high, and good intentions mingled with bad communication can potentially damage adviser-client relationships.

Holes revealed in new fund disclosure regulations

Morningstar has released a research paper citing how "abysmal" Australia's portfolio holdings disclosure requirements are for superannuation funds.

Former Dixon Advisory clients encouraged to register with AFCA

Ombudsman the most likely source of remediation for aggrieved clients.

Secular vs. cyclical and the challenge of confirmation bias

As a financial adviser, making the right decisions matters. Not just for your client's investment returns but for your confidence as well.

Advisers urged to tread carefully with 'wholesale investor' status

Specialist self-managed super fund advisers need to tread cautiously before giving a client "wholesale investor" status.

Insider trading, market manipulation and cyber security lead ASIC action

The corporate regulator has released its enforcement and regulatory update for June 2022, during which it launched a series of litigations targeting...

SOAs do little to address information asymmetry

While the focus of the advice industry groups has very much been around making the day to day lives of those in the industry easier, the likes of the AFCA,...

Advice complaints trend remains positive

The fact that just 281 complaints were lodged about 'failure to act in client's best interests' and 241 for the providing "inappropriate advice', shows the...

Time to reset fixed-income portfolio construction

Concerns over rising inflation and a global growth slowdown have many financial advisers re-positioning client portfolios away from risk and towards safety.

Quality of advice review focused on advisers, not consumers

As one of the lawyers at the coalface of supporting impacted consumers both before and after the revelations of the Royal Commission, Maurice Blackburn is in a...

Federal Government pauses YFYS rollout

News that the rollout of the Your Future Your Super (YFYS) test beyond My Super products would be paused has been met with positive and negative commentary...