We've received a few questions from clients about the new Ongoing Fee Arrangements (OFA), so our team of lawyers and consultants have teamed up to ... | | Selling your business can be a life changing event. Whether you are a small business owner, or a shareholder in a much larger business, a 'liquidity ... | | While based on UK research, the Paraplanning through the pandemic report provides valuable insight into the paraplanning market over the last two years ... | | We have all heard of the incredible benefits that technology can bring to an advice practice. But the promise of a repeatable, automated, well-oiled process ... |
The industry is now less than one month out from RG274 Product design and distribution obligations (DDO) coming into force on October 5. I would argue ... | | The pros and cons of advisory and discretionary portfolio services, and the decision to go one way or the other (or both), are questions I'm often ... | | A sense of control is important for our mental health and overall well-being. That's why the COVID lockdown has been so confronting for so many of us. | | Australia's superannuation sector has recently topped $3.3 trillion in funds under management. But there's an even bigger game in town; one that ... |
Younger people lead the way with digital adoption, opening up opportunities to usher them into advice. But millennials and Gen Z aren't the only demographic ... | | Jargon is something I don't fully understand. So, when I use jargon, I know it's going to be doubly confusing to the person I'm speaking with ... |
