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AMP’s biggest challenge yet: silos to clients first

Despite his unwavering belief in the once mighty brand, AMP head of Wealth Alex Wade admits the corporate giant has a lot of work to do in veering from product led advice to a model built on client centricity.

Matthew SmithSeptember 5, 2019

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Best Practice Forum – Key Takeaways

Professional PlannerAugust 22, 2019

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ASIC outlines surveillance plans for risk advice review

Risk advice will be assessed as part of a review ASIC’s Joanna Bird has outlined at a discussion in Canberra facilitated by insurer, AIA Australia.

Matthew SmithJuly 26, 2019

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FASEA’s Code of Ethics should kill percentage-based fees

The financial services industry is starting to work out exactly what the FASEA mandatory Code of Ethics means and many won't like it, including those who think they're addressing their conflicts by charging asset-based fees.

Robert MC BrownJune 24, 2019

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Managing expectations: the way forward with managed accounts

Advice practices have taken to managed accounts like ducks to water, but new questions about conflicts of interest have left potential adopters in a holding pattern.

Ben PowerOctober 15, 2018

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From couch to cardiac arrest

Dixon strained more than just his patience looking to add some exercise to his sedentary lifestyle.

Tahn SharpeOctober 12, 2018

Letters to the editor

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Letters to the editor: August – September 2018

September 2018 The article (“AMP wears the cost of bad advice”, Professional Planner Online, July 27) offers a perfect example of the problems plaguing the industry. AMP will not ‘wear the cost’ if the only impact is to reduce a dividend to 70 per cent to 90 per cent of guidance. If we had a […]

Matthew SmithSeptember 11, 2018

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Professional Planner | Zenith Ratings – Robeco

Cindy CoyApril 23, 2018

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