Editorial
Financial advice in the year 2024
We’re not predicting flying cars and robots, but there will be new expectations for financial advice standards. Professional Planner editor Matthew Smith writes.
Analysis
Blueprint: A new model for advice
Advice is less about increasing a client's wealth and more about helping individuals or families achieving what really matters to them. Simon Hoyle outlines a new blueprint for what the future advice client and business model might look like.
Analysis
The end of institutionally-owned advice (as we know it)
AMP, CBA, IOOF and NAB MLC’s disclosures provide more detail regarding the go-forward advice strategies of the country’s largest institutions, offering the best view yet of what the new advice world might look like.
Analysis
MLC Wealth’s Geoff Lloyd steps out from the shadows
In his first sit-down interview since taking the top job at MLC Wealth, former Perpetual CEO Geoff Lloyd describes his vision for what will be the benchmark post-royal commission bank wealth spinoff.
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