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Brilliant Investment Thinking by Advisers for Advisers.
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FPA seeks urgent extension of ASIC levy freeze

The association is calling for an immediate continuation of ASIC's industry levy relief and a fairer approach to costs for planners.

'Promise, celebrity, volatility': Longo lays out ASIC's concerns for year ahead

The chair will take a hard line on DDO and crack down on scams, but his major concern is crypto misinformation. "My job is to be frank with the Australian...

Holding the line - the real adviser challenge

The tendency to relent to client commentary, which in many cases is driven by headlines and sentiment, is one of the biggest detractors from long-term returns.

Global advice business models on the cusp of change: KPMG

"Fragmented" service models for advice groups will soon coalesce into three distinct business models according to KPMG's Future of wealth management report.

Wealth platforms failing for advisers: Research

Findings from the 2022 Adviser Technology Needs Report highlight the need for a better investment platform system

ASIC announces the launch of the reportable situations regime

The new regime will help firms identify and act on breaches a lot quicker than before.

Jones looks to shorten exam, improve ethics code

Once the advice review is completed, the minister has asked Treasury to look at updating the ethics code and assessing the viability of a shortened adviser...

AZ NGA dives into supply chain with Virtual Business Partners tie-up

AZ NGA moves on from dealer group model to take up a horizontally integrated strategy.

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.