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Navigating the new transitional arrangements for financial advisers: The experienced provider pathway

BY   |  WEDNESDAY, 27 MAR 2024    8:22AM
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Net flows navigate product oceans

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Many years ago, I applied for an internal role as head of unit trusts at a large wealth manager. I didn't get that role. They wanted someone with leadership ...

Accountant-planner JVs will increase - but basic fundamentals are needed

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The days of loose accountant-financial planner alliances are over and joint ventures focused on delivering value-add services are the future.

Why active performance tests are stupid

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Everybody does it. Even me. It's nothing to be ashamed of. It's not even illegal. It's answering the question "Does active management outperform" by putting ...

What's up with Vanguard?

STOCKSPOT
Vanguard, the ETF giant, has presented an odd submission to the Quality of Advice Review.

Will falling house prices tip Australia into a recession?

FIDANTE PARTNERS
With the RBA tightening cycle firmly underway, the impact for Australian households is only starting to be felt.

Missed opportunity in Quality of Advice Review survey

ASTUTEWHEEL
The digital advice questions in the Quality of Advice Review (QAR) survey missed their mark, meaning the opportunity to genuinely understand adviser views ...

AFA responds to QAR submissions from Choice, ISA

ASSOCIATION OF FINANCIAL ADVISERS
The Quality of Advice Review (QAR) has drawn a large number of submissions. Many of them have included recommendations that have the potential to make ...

Robo-advisers no threat to tech-adopting advisers

PRACTIFI
Technology will never replace advisers, but advisers who use technology will almost certainly replace those who don't.

IP changes another reason for quality advice

PPS MUTUAL INSURANCE
The income protection (IP) market represents a microcosm of a broader set of issues for advisers, where the challenge to understand and safely navigate ...

Dear minister: Fixing the broken advice market

CERTAINTY ADVICE GROUP
An open letter to the newly appointed minister for financial services, sharing a possible approach to revitalising and advancing the advice industry.