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AUTHOR | No. of articles: 382

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Responsible investing on the rise among advised Australians

02 April 2024 • Hits: 319
Environmental and social values are heavily impacting the investment decisions of Australians receiving financial advice...Read More

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Report finds improved financial confidence with advice

27 March 2024 • Hits: 274
Australians receiving financial advice are generally more confident about their finances than those who aren’t, accord...Read More

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What role will advisers play in Australia’s intergenerational wealth...

27 March 2024 • Hits: 473
An investment specialist says estate planning and improving financial literacy are essential as Australia prepares for a...Read More

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Improving access to advice vital for retirement outcomes: AMP

26 March 2024 • Hits: 245
Improving access to affordable advice is the “most impactful” way to improve retirement outcomes, according to AMP. ...Read More

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Ongoing regulatory changes impacting advice firm profitability

25 March 2024 • Hits: 301
Regulatory reform has significantly impacted the profitability of the provision of advice but a “new normal” may be ...Read More

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Growing number of HNW women an opportunity for advisers

26 March 2024 • Hits: 277
High-net-worth women are looking to employ a team of supportive financial services to meet their investment needs as the...Read More

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Could the CSLR levy trigger another adviser exodus?

26 March 2024 • Hits: 554
The combined impact of the ASIC levy freeze ending and the CSLR levy being introduced may cause some advisers to call it...Read More

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CSLR shouldn’t ‘burden’ advisers with retrospective costs: IFPA

25 March 2024 • Hits: 628
Another financial professionals association has joined the chorus arguing against the retrospective nature of the Compen...Read More

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Advisers and accountants partner up to service regional WA

22 March 2024 • Hits: 274
An advice firm and an accounting practice have partnered up to improve access to advice in regional Western Australia. ...Read More

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