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Brilliant Investment Thinking by Advisers for Advisers.
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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...

Abolish safe harbour, increase wholesale to $5m should be priorities

The Financial Services Council, which represents more than 100 member companies and is the peak body for the corporate financial services sector this week...

Why finance needs more women

There goes International Women’s Day. In financial markets, many have highlighted notable woman who have made their way to a distinctive and influential...

Where are all the women in investment management?

“Where are all the women?”. A memorable moment at the 2016 Fund Manager of the Year awards took place when Dame Quentin Bryce, the former...

The perils of yesterday's logic

Reimagining portfolios for tomorrow’s reality Increasing inflation volatility represents the greatest challenge to investors for a generation. A new...

How to ask for a referral without damaging the adviser-client relationship

It’s an astounding fact that almost 90% of advisers did not ask for one referral from any of their clients in the past year – even though many...