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John O’Connell looks at how advisers and robo advice could go hand-in-hand, with the adviser looking after planning while the robo advice takes care of day-to-day executi...
Roy Prasad looks at the benefits of a contributory mortgage fund such as income and capital stability, control over the investment, and credit quality. ...
Raising the question of philanthropy when creating or reviewing a financial plan helps advisers build trust with their clients, and assists in the regulator-mandated 'kno...
While a number of economists and commentators believe that the global economy is on the brink of deflation, Dr. Michael Hasenstab explains why deflationary fears are misg...
The career paths of financial advisers have twisted and turned with every development and tweak of legislation in the industry. Jassmyn Goh finds out what career paths lo...
Jassmyn Goh looks at what it takes for advisers to own their own practice, and why it is vital to explore succession planning from day one in part two of this feature on ...
Jassmyn Goh asks if gender is still an issue in the financial advice industry, either because of clients’ perceptions or the female advisers’ own perceptions in part thre...
Planner allocation to fixed income has declined year-on-year since 2012, but Malavika Santhebennur asks if market volatility and a turbulent share market will force them ...
Minh Ly takes a look at the impact of some recently legislated changes to the Age Pension and Aged Care rules and how they can form part of client conversations....
Advisers should have a good understanding of the issues around Medicare and PBS reports within the risk insurance advice process to add value to their advice proposition,...
Many financial planners may choose to leave the industry over the next two years, but the Government and the regulators can minimise those exits by getting the transition...
Like them or not, financial advisers should already have begun making the adjustments necessary to operate within the new Life Insurance Framework, writes Catherine Evans...
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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...