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News by this author
BT Financial Group has built on its successful phone-based claims handling system....
Level of interest sees AFA/FSC upgrade to a larger venue for their Future of Financial Advice forum....
Hot on the heels of the very successful Money Management SMSF workshop in Sydney last month, Money Management will be rolling out two more practitioner workshops in May....
Paul Derham and Sonnie Bailey share a few mistakes they’ve seen financial planners make over the years and outline tips for saving time and money....
Although clients’ tax issues are the main focus for financial advisers at this time of year, as business owners and employers they also need to ensure enough time is set ...
Superannuation funds must ensure they are 'fiduciaries first and marketers second', according to Superannuation Complaints Tribunal chair Jocelyn Furlan....
The intra-fund fee legislated under FOFA does not allow corporate superannuation advisers to charge for the services they provide, according to Corporate Superannuation S...
A surprisingly large response to a combined Association of Financial Advisers and Financial Services Council forum on the Future of Financial Advice changes indicates fin...
New survey reveals financial services professionals ready to change jobs if the money and conditions are right....
As the industry moves towards a fee-for-service model, financial advisers need to better understand their service costs per client and adopt scaled advice solutions to se...
Analysis by this author
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...