Independent group flexibility can be a risk

22-Sep-2017|By Sarah Kendell

Independent dealer groups’ flexibility in relation to adviser technology requirements could be detrimental when it came to security of client information, according to Fortnum Private Wealth. Speaking to financialobserver, Fortnum prac.. Read More

Man Group inks retail partnership with GSFM


Alternative investment management firm Man Group has formed a partnership with Grant Samuel Funds Management (GSFM) to distribute its investment products to retail investors locally and in New Zealand. The alli.. Read More

Lack of clarity highlights LIF review issues


The current lack of clarity around the frequency of life insurance policy churn in the financial advice industry highlighted the need for a more robust assessment framework by the regulator in the lead-up to its 2021.. Read More

Harnessing tech can build practice value


In order to think like true business owners, advice practice principals must harness perceived threats such as automation into forces that could build value by moving staff into higher-value services and opening up a.. Read More

CBA-AUSTRAC case has investor implications


The scandal over misuse of Commonwealth Bank of Australia’s (CBA) ‘intelligent deposit’ machines, which will see the Australian Transaction Reports and Analysis Centre (AUSTRAC) allege that a lax ap.. Read More

Retiree franking blindness carries risk


Retirees should not be blinded by franking credits when constructing a low-risk income-focused portfolio as high-yield domestic stocks often carried more risk than they appeared to, according to Crestone. Speaki.. Read More

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