Opinion
Affordable advice or quality advice?
In her FPA Congress keynote address, Professor Pamela Hanrahan articulated a point that I would argue many advisers understand, but that possibly gets...
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In her FPA Congress keynote address, Professor Pamela Hanrahan articulated a point that I would argue many advisers understand, but that possibly gets...
Technology is a major differentiator in managed portfolios, and platforms that use it to innovate and unlock value for their clients will succeed. ...
Against the backdrop of the ASIC v Westpac “Wagyu & Shiraz” case being thrown out of court by a common sense judge, and with the focus on reco...
Access to consumer data could transform advice practices and see financial plans become a living benchmark that improves our relationship with money. ...
Managed accounts are an appealing solution for advisers because they enable efficiency and speed of execution. During the market volatility of COVID-1...
“Do you have an AFSL that we can buy?” This is a regular query that we receive that results in a lengthy response. Write comment (4 Comme...
To survive in a highly regulated industry, finance firms must take a consistent, structured approach to data back-ups. Write comment (0 Comme...
Section 923A (s923A) of the Corporations Act 2001 restricts the use of certain words, including ‘independent’ and other terms of like import. It p...
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