Featured content
Compliance
‘We had staff in tears’: RI Advice warns against cybersecurity inaction
Opinion
Australians leaning towards Labor for financial services vote: CoreData
Industry
Koda brings in ‘logical choice’ US investor for next growth phase
Industry1
‘Return to stability’: Q1 sees fewest advisers leave in three years
Industry
Crossbench help not needed: Jones confident ALP will form government
Opinion3
Advice future hinges on less constrictive regulatory regime
“For those of us who already knew when to use an ROA, the ASIC guidance is of no benefit. It does nothing to reduce the regulatory burden or the cost of advice. What I was hoping to see from ASIC was action to reduce the actual regulatory burden.”

David Smith
Principal adviser, Frost Financial Planning in Winnellie, NT
“It’s been both pleasure and privilege to have been able to count Ray as a colleague and friend for 31 of those 51 years. A more upstanding and honourable member of the advice community I have not met. The industry will be diminished by your well-deserved retirement, Ray. I’ll have a Pinot Gris in your honour, mate.”

Wayne Leggett
Adviser at Paramaount Wealth Management in Leederville, WA
Compliance1
There are other ways to simplify best interest duty: AFA
Opinion1
Too much choice killing efficiency in the advice spectrum
Analysis2
Levy appointment seals it: Advice quality review will be about anything but
Industry1
FPA to reduce CFP fees, scrap marketing levy
Marketing
All about connection: How to build better client relationships
Investment
Equity income to play crucial role for retirees
6 - 7 June, 2022
Licensee Summit
1 December, 2022
Researcher Forum
SUITABLE FOR: Heads of dealer group and licensee research businesses, senior executives of independent research firms, and senior professionals involved in researching investment products for inclusion in model portfolios and implemented consulting.
The event designed specifically for senior research professionals. The forum focuses on issues related to the generation and delivery of research and research-related materials to clients.