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Brilliant Investment Thinking by Advisers for Advisers.
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Advice complaints remain low despite 2020 increase

The Australian Financial Complaints Authority (AFCA) was established in 1 November 2018, combining the Financial Ombudsman Service, Credit and Investments...

What to do when your star portfolio manager leaves

As is almost always the case, money talks. When a star portfolio manager suddenly resigns after recording spectacular gains, there is a good chance they have...

Annual renewals bill passes both houses of Parliament

The Financial Sector Reform Bill (Hayne Royal Commission Response No. 2) Bill finally passed both houses of Parliament on Friday, as the professional standards...

Are you winning enough clients?

Summary: There has been a rapid and large-scale shift across many industries towards working remotely. Organisations are investing in remote working technology...

PIMCO caught in fake bond scam

PIMCO Australia last night (February 22) warned advisers nationally that its name had been used in bond scams which ASIC uncovered in January. They are...

Internet of finance to disrupt 2021 with new business models

In 1943, the president of IBM, Tom Watson, famously remarked that he saw a worldwide market for “maybe five computers”. Bringing that forecast up...

Evergreen launches portfolio stress-testing tool for advisers

Evergreen Consultants, founded by experienced consultant Angela Ashton, this week launched an industry leading stress testing program for financial advisers....

Managed account sector evolution to continues

Following on from The Inside Network’s MDA Feature – 2020 round-up article published earlier this week, we received an influx of communication...

Which platform stands out above the crowd?

The shift towards non-aligned platform advice forced structural change within the wealth management that was long overdue. Findings from the Royal Banking...

Quoted funds powering Mainstream

Investment and superannuation service provider Mainstream Group (ASX: MAI) reported a 20 per cent yearly rise in funds under administration this week. The...

Affordable advice review offers an opportunity for change

Financial advice industry bodies including the SMSF Association (SMSFA), Association of Financial Advisers (AFA), and Financial Planning Association (FPA) have...

MDA Feature - 2020 round-up

Managed Discretionary Accounts (MDAs) are a relatively new investment solution available to consumers and financial advisers following recent advances in...

Adviser losses not reflective of industry progress

The beginning of 2020 has been dominated by headlines of mass adviser departures from the industry, with the number of registered advisers having fallen to...

How WealthO2 added an 'X factor' in board restructure

A small coterie of now well-heeled technology entrepreneurs is responsible for much of the progress seen in that segment of the Australian investment advice...