Opinion

From 10 January 2025, new requirements relating to ongoing fee arrangements and product consents now apply. While the goal of this legislation is to ...

The financial planning profession is built on a foundation of technical expertise, intricate theories and carefully calculated strategies

Advice businesses continue to evolve, shifting from responding to regulatory change to focusing on opportunities to tackle the growing demand for ...

The advice industry’s all-talk, no-action approach to the intergenerational wealth transfer is turning this golden opportunity into an imminent threat

The future of financial advice is digital – it has to be. With the average cost of receiving financial advice currently sitting at around $5,000 per ...

Deep value investor Warren Buffett once said: “It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price

There is a third document that a provider of personal advice can use that is less commonly known or used than the standard statement of advice, but is ...