Opinion

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

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

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

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...

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

There is a third document that a provider of personal advice can use that is less commonly known or used...

BT’s technical services team regularly answers questions on superannuation strategies from advisers. In one scenario, a single age pensioner is...

Here’s a stat that really stopped me in my tracks recently: nearly 70 per cent of widows leave their financial...

Financial advice is a people business. Yet even the most experienced wealth professionals can still struggle to find the soft...