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With the anticipated promulgation of the Conduct of Financial Institutions (COFI) Bill in September 2026, Independent Financial Advisers (IFAs) must act now to position their practices and take advantage of the opportunities it presents.
A growing number of financial intermediaries are turning to behavioural insights to give them an edge in building trust with clients and delivering better financial outcomes. In fact, helping clients withstand volatile or uncertain markets is rated as one of the most valuable services advisers provide.
If you had to choose one approach to protect your hard-earned investment cash from today’s market madness, which would it be?