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The CFP designation remains a potent marketing tool for the Financial Planning Association but will the Government's legislative amendments around ethics and education ma...
Accountants continue to drag their feet with respect to the new limited licensing regime but, as Mike Taylor reports, they risk provoking a regulatory shadow shop. ...
The life/risk sector still offers growth potential to the major insurers but, as Mike Taylor reports, new regulatory and capital requirements have made for a more challen...
It has been a little over a year since Jim Minto retired as chief executive of big insurer TAL. It is 12 months during which he has taken the time to reflect on the shape...
From a financial planning perspective, it is arguable that no sector has generated more change over the past three years than the life/risk sector. ...
With the overall emerging market sector not producing great returns relying on geographies is insufficient when trying to paint a proper picture, Jassmyn Goh finds. ...
As finding attractive sources of income is proving to be more and more difficult in the current low cash yield environment, Jon Howie looks at why a multi-asset approach ...
The inability by Governments to plug the infrastructure investment shortfall to keep up with economic growth means infrastructure companies need to be part of the solutio...
While fixed property holdings in SMSFs can be an attractive prospect there are many debt and liquidity risks associated and advisers have a number of factors they need to...
Advisers need to be fully aware of the challenges that can come from disability income insurance in superannuation as it is possible for someone to have no benefits payab...
There needs to be careful consideration of the significant overlap between the requirements of the new professional standard framework under the new Standards Body and th...
Robo-advice and digital advice was hailed as the key to reaching the majority who don't seek advice. But with providers grappling with issues like generating revenue and ...
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...