29 May 2012 14:02
Financial reform is forcing a rethink on portfolio construction with investment philosophy firmly in the spotlight.
In the first of PPO’s Education Series interviews we asked Graham Rich to outline what affect Future of Financial Advice (FoFA) legislation will have on portfolio construction.
But have the financial advice community been able to make the leap from investment philosophy to portfolio construction for clients?
construction, FoFA, Graham Rich, philosophy, portfolio
ASIC’s 2026-27 Corporate Plan and new research by McCrindle touch on the consumer impact of AI-generated financial advice, reinforcing the expression “a little knowledge is a dangerous thing”. Professional advisers are spending an increasing amount of time unwinding beliefs and misconceptions caused by AI and re-educating clients.
Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.
We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
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