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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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The future of females in financial advice

THE WEALTH DESIGNERS
Being given someone's trust is an absolute privilege, and one of the most rewarding aspects of a career in financial advice. It is also a cornerstone ...

Read the room: Paradigm shift alert

RAINMAKER INFORMATION
Recently someone sent through a job alert for a position in charge of portfolio construction for major industry super funds.

Choosing alternative paths to retirement: The 2023 version

AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES
Six years ago, Donald Trump was in the White House, Scott Morrison was federal treasurer, and the May 2017 Budget had just announced some significant ...

Navigating and succeeding in a rapidly changing financial advice landscape

TAL
The reshaping of the financial advice industry brings huge opportunities for both current and future advisers to raise the profile of financial advice ...

Lessons from the past are lessons for the future

ASSOCIATION OF INDEPENDENTLY OWNED FINANCIAL PROFESSIONALS
The greatest lesson I have learnt over the journey is if you stay true to your clients and always act in their best interests you will eventually succeed ...

QAR recommendations not inconsistent with FoFA reforms

ASSOCIATION OF FINANCIAL ADVISERS
The Quality of Advice Review (QAR) has been the most important review of financial advice in more than a decade, and most pleasingly has been all about ...

Five key themes among advised female clients

ASGARD WEALTH SOLUTIONS
Increasingly, more women are becoming engaged in their finances and empowering themselves so they can plan to be financially independent and secure. And ...

Five structural trends powering listed infrastructure in 2023

FIRST SENTIER INVESTORS
As inflation soars and economic growth slows, we believe global listed infrastructure is a bright spot that seeks to deliver attractive returns even when ...

Why the Quality of Advice Review is an opportunity for paraplanning's future

VIRTUAL BUSINESS PARTNERS
The final recommendations of the Quality of Advice Review will be a positive for the future of paraplanning, especially when it comes to lowering the ...

Orphan clients evolving into a consumer crisis

CONNECT FINANCIAL SERVICE BROKERS
The financial services industry dilemma of having sufficient resources and advice practitioners to service the needs of orphan customers is not a new ...