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Policy & Regulation

31 Mar

Whiteley calls for FOFA consensus

ISA chief executive David Whiteley calls for Government’s pause to be used to develop constructive consensus on FOFA....

Superannuation

31 Mar

Most singles aged-pension reliant

Almost 50 per cent of Australians are not on track for a comfortable retirement and will need the aged pension to supplement their savings, research has found....

Financial planning

31 Mar

Vertically integrated dealer groups - weighing up the pluses and minuses

Milana Pokrajac explores the pluses and minuses of vertically integrated dealer groups and the concept of a so-called ‘benign institution’....

Financial planning

31 Mar

Vertically integrated advice vs self-licensing and non-aligned advice

Milana Pokrajac examines the advantages and disadvantages of vertically integrated advice compared to self-licensing and non-aligned advice....

Financial planning

31 Mar

Moving FOFA forward - protecting the interests of consumers and planners

Despite the best intentions, the FOFA reforms constrained quality advice and left little wriggle room for planners wanting to expand their experience, writes Rob Caprioli...

Financial planning

31 Mar

How to build deeper client relationships in the technology age

With the surge of online technologies reducing face-to-face time at a rapid pace, financial planners must make sure the push towards efficiency doesn’t come at the cost o...

Financial planning

31 Mar

Education that will shape financial planning

While education has long been the yardstick by which advisers are measured, the bar has been raised and standards have become more widespread than ever before. As Jason S...

Financial planning

31 Mar

The impact of aged care reform on planners and their clients

As the June 30 deadline for the aged care reform package quickly approaches, Anna Lawton looks at how the changes will affect planners and their clients. ...

Superannuation

31 Mar

Superannuation and the growing gap between insurance policy and practice

As superannuation governance increases in complexity, finding common ground between insurance policy and practice is becoming a near-impossible dream, writes Dimitri Diam...