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Financial stress underlines need for better advice model

Many have seen the value of their superannuation, property and share portfolios fall over the past six months, which has only highlighted the need for quality advice.

Lachlan Buur-Jensen | 14th Sep 2022 | More
Advice affordability drives discussion, but it isn’t the right question

The question, in my view, isn’t what is affordable. It’s this: what price should we be willing to pay for long-term financial security?

Drew Meredith | 14th Sep 2022 | More
  • Dunbar’s number and the advice client quantum query

    With the mass exodus continuing, advisers are often taking on more clients than they can possibly handle.

    Ishan Dan | 7th Sep 2022 | More
    Financial advice to be radically changed in Treasury proposal

    Advice is set for a dramatic shift towards deregulation, with the Levy proposal paper sketching a plan to ditch statements of advice and best interest duty in favour of a new “good advice” directive.

    Tahn Sharpe | 30th Aug 2022 | More
  • Insignia’s ANZ and MLC moves show dividends

    The integration of its marquee business acquisitions has helped the nation’s largest provider of financial advice services turn the corner.

    Tahn Sharpe | 26th Aug 2022 | More
    Global advice business models on the cusp of change: KPMG

    “Fragmented” service models for advice groups will soon coalesce into three distinct business models according to KPMG’s Future of wealth management report.

    Tahn Sharpe | 19th Aug 2022 | More