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Brilliant Investment Thinking by Advisers for Advisers.
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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...

Retirement calculators 'must not advertise or promote' product: Regulators

Under the updated RG276, ASIC has made it clear that any retirement calculator must be agnostic to product.

One in two advisers now embracing ESG

"Greenwashing" has once again been highlighted as the major challenge for the financial advice industry when it comes to embracing responsible and ethical...

Release reins of general advice to reset market: Vanguard

The closing of submissions for the Quality of Advice review saw a flurry of detailed proposals released in recent weeks.

Positioning portfolios for fabled 'soft landing'

While several weeks ago now, the threat of 75 basis point hikes is no longer in the future, it has and will likely happen more than once in 2022.

Not all referrals are created equal

Many studies have shown that the number one-way financial advisers find new clients is by getting referrals from their existing clients, this is true in many...