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Financial planning
A survey by Netwealth has detailed the factors that women value when it comes to selecting a financial adviser and where advisers have room for improvement....
People & Products
The firm is set to launch its Adviser Portal in the first half of the year and has worked with a group of advisers to determine how the service can best support them. ...
Expert Analysis
Given the volatility in domestic and international markets, Australian retail investors can be forgiven for becoming a bit emotional about their portfolios, writes Greg B...
Financial planning
Financial advice technology provider Asendium believes paraplanners are the key to unlocking growth and efficiency for the Australian advice sector....
Financial planning
The independent chair of the QOA Review has called for the removal of 'onerous' ongoing fee disclosure obligations....
Financial planning
In a move likely to be welcomed by advisers, Michelle Levy has stayed the course to do away with Statement of Advice requirements....
Financial planning
With more financial advisers exiting and rising costs creating greater inaccessibility, Michelle Levy recommends digital advice as a tool to improve access and efficiency...
Financial planning
Praemium CEO, Anthony Wamsteker, is confident banks and super funds won’t be able to get away with poor or conflicted financial advice despite Quality of Advice recommend...
Financial planning
With client expectations and concerns about climate change driving ESG investing, advisers must seize opportunities in this space, an adviser has insisted....
Financial planning
Former FSC chief executive, John Brogden, has stated his “greatest concerns have been realised” around advice accessibility, cautioning the QOA review needs bold ambition...
Financial planning
Despite changes enforced by the Hayne Royal Commission, the current prescriptive model has detrimentally affected the quality of advice provided to consumers, according t...
People & Products
The prudential regulator has appointed Clare Gibney as executive director for advice and policy, replacing Renee Roberts in a series of director changes....
Financial planning
Over a third of Australians say they have minimal confidence in their retirement preparations and 64% say they would like to receive advice from their superannuation fund...
Funds management
Development of an advice software solution is one of two factors that have led AMP to announce impairment charges of $68 million for FY22. ...
Financial planning
Advisers concerned about possible growth in superannuation funds providing financial advice after the Quality of Advice Review could wait longer than expected, according ...
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Podcast
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...
So we are now underwriting criminal scams?...