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Brilliant Investment Thinking by Advisers for Advisers.
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Akambo bulks up via merger with First Financial

Following on from the Banking Royal Commission of 2017-18, the growing popularity of boutique independent financial advisers has grown consistently, with...

Tapping into the power of female clients

As an adviser, you want your clients to be educated on the importance of financial advice.  Research has shown that a one-size-fits-all approach to...

The most important measure of manager performance

The proliferation of data and information has done little to improve the outcomes of self-directed investors. With information on almost any issue and a social...

Financial advice lessons from Billions

While watching one of the most popular TV series in recent years, Billions, which follows the story of hedge fund billionaires, you wouldn’t necessarily...

How will the Federal Budget affect your client's portfolio?

The Federal Budget unveiled this week was clearly intended to be an election-winning budget prepared to win over the public with many of its generous promises....

Stockbrokers association drops financial advice monitor

The Stockbrokers and Financial Advisers Association (SAFAA) is changing its name to the Stockbrokers and Investment Advisers Association (SIAA). The subtle...

The number one expectation of financial advisers in 2022

The number one expectation Australians have of financial advisers in 2022 is quite straightforward, according to the Responsible Investment Association...

ASIC warns fundies on "misleading" marketing, wholesale exemption

The Australian Securities and Investments Commission (ASIC) has cast a spotlight on the managed funds industry by commencing surveillance into the marketing of...

Finfluencers warned on the blurred line of financial advice

The financial services industry has not been immune from the socialisation and digitisation trend, with finfluencers now among the most powerful voices in the...

Allspring's plans for Australian expansion

The former Wells Fargo Asset Management, a 52-year-old pioneering US fund manager, has targeted Australia and New Zealand in its new incarnation as an...

Consolidation continues as WT buys Synchron

The financial advisory market is set to have a new leader when measured by financial adviser headcount, with WT Financial Group’s decision to acquire...

Strong support for the newly formed The Principals' Community

The Principals’ Community, steered by Kon Costas, has received strong support from the independent advisory community after parting ways with BT...

Quality of advice terms confirmed, appoints Levy as Chair

Year after year of growing compliance requirements placed on the financial advice sector likely came to a crescendo with the Financial Services Royal...

Netwealth tops rankings but Praemium continues to flex

Netwealth has reclaimed its top spot for the sixth time, trading places with HUB24, with a satisfaction score of 91.5 percent for its overall platform...