Seeking to help their loved ones achieve greater financial security through an inheritance, Australians are increasingly looking to advisers for estate planning and engag...
Industry experts are expectant of video statements of advice gaining in popularity as the Quality of Advice Review loosens rules on what advice documentation should look ...
Transitioning from working to retirement is one of the biggest life changes and challenges most people will face, writes Richard Dinham....
While statements of advice are a legal requirement, it creates learned helplessness and does not empower retiree clients and advisers need to help them understand how muc...
The transition phase to retirement has been identified as the stage of life when financial planners add most value to a client, according to research....
Financial advisers need to incorporate drivers of satisfaction into the advice process and portfolio construction decisions, according to a study....
Pre-retirees are the least happy retirement cohort because of the financial stress of approaching retirement but those with an adviser report higher life satisfaction, ac...
Not possible to coninue if the cost is given to remaining advisors ...
In Australia this was the country of a "Fair Go". This Government is using us. We need direct action and we need to figh...
I am reading a lot about the unfairness of CSLR, QAR etc etc and it is clear that there is massive inequity taking place...