The generational transfer of wealth is coming, and if advisers aim to capitalise on this influx of retirees and inheritances, they will need to streamline their businesses, a professional has said. A
Pundits believe consumers still need to be provided with a record of their engagement with an adviser. Midwinter has flagged concerns with a key recommendation in the Quality of Advice Review (QAR) p
The industry is poised for another royal commission in the next decade, IMAP has argued. The Institute of Managed Account Professionals (IMAP) is of the opinion that several of the recommendations