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Unclear principles-based regulation will lead to advisers reverting to prescription: Mota

If Quality of Advice Review lead Michelle Levy’s proposals go ahead as currently recommended, there will need to be clear guidance from regulators for what constitutes “good advice”, otherwise the industry will revert to a prescriptive comfort zone, according to Insignia CEO Renato Mota.

4 3m Australians invest responsibly: Report

One in five Australians over the age of 18 hold responsible investments in their portfolio, representing approximately 4.3 million people.

Pushing the boundaries of the traditional advice platform

Netwealth discusses the latest enhancements on its platform, including an expansion of investment options, its non-custodial administration service, and its whole-of-wealth strategy. After recentl

Netwealth FUA sits at $58bn

Netwealth s funds under administration increased by $2.5 billion in the September quarter, now coming in at $58.1 billion.

Advice technologies seeing adoption boom

New data has highlighted several technologies that are experiencing high year-on-year growth and adoption by financial advice firms.

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