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Brilliant Investment Thinking by Advisers for Advisers.
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Clime buys MTIS Wealth to accelerate growth

John Abernethy's listed funds management firm, Clime Investment Management (CIW) purchased its second wealth management firm, Melbourne's MTIS Wealth...

Pressure builds on greenwashing with SEC to tighten screws

It appears that regulators around the world are getting more serious on ESG, with the US Securities Exchange Commission, similar to Australia's ASIC,...

'Let professionals be professionals': The call ahead of Quality of Advice Review

Given the flood of changes and regulatory oversight that has resulted from the Royal Commission, it likely comes as a surprise to many that the impending...

Incentives highlight challenge of hyper competitive fintech market

In a world gone social media crazy, having an influential media presence along with a few hundred thousand Twitter followers will secure you more than a yearly...

Cybersecurity the latest challenge for stressed advice industry

Cybersecurity has become the latest battle facing the under pressure, stressed financial advice industry following a landmark court ruling.

Financial Services Council flags priorities for Advice Review

There is growing pressure on the long-awaited Quality of Advice review to deliver real change to an industry that has been saddled with layer after layer of...

Professional Year reporting reduced

After a tumultuous few years that have seen reporting, compliance and information gathering requirements reach extreme levels, ASIC appeared to offer some...

Ombudsman seeks to simplify complaint treatment

The Australian Financial Complaints Authority, the external dispute resolution group of which all financial advisers must be members, this week announced...

Why quality matters more than ever: Bell AM

Markets are falling, interest rates are rising alongside inflation, the US dollar is appreciating along with bond yields and money is moving away from risk....

BT Panorama records net inflows ahead of sale

Westpac has added $1.5bn in net inflows for the 1H of the year on its BT Panorama platform while still looking for a buyer.

Best bets at the MAX Awards

While the media they use have been in a state of constant disruption for at least 25 years, the noble arts of sales and marketing remain steadfast in pursuit...

Communicate - before it's too late

Do you know the name of your number 1 client?  I am sure you do.  What about the name of your number 20 client? Or your number 43 client?  

Stability, simplification, abolition of Safe Harbour, FDS proposed

"We are at a critical crossroad, with an aging population, and the "Great Australian Wealth Transfer" at our doorstep" explained Lifespan Financial Planning...

Funding model, wholesale test lead FPA's election platform

The Financial Planning Association (FPA) has outlined its policy platform, or target areas for the next Federal Government.