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Financial planning
Senator Jane Hume announced the FSC Life Insurance Summit that Treasury will assume control, merging it with the quality of advice review....
Financial planning
A new Financial Services Council green paper has suggested that a moral risk will emerge if self-licensed advisers are allowed to proliferate in the absence of dealer gro...
Features
COVID-19 has been a catalyst for technological change in the industry but, Chris Dastoor writes, a major issue remains in how technology can address the accessibility of ...
Financial planning
When it comes to selling a financial advice business, firms with investment and superannuation clients in their early sixties can attract the highest multiples....
Financial planning
Instead of allowing a race to the bottom in terms of the cost of providing advice, financial advisers should be accurately assessing what their advice is worth and chargi...
Financial planning
Some platforms have been contacting clients about potential advice fee changes without the knowledge of their adviser, according to WealthO2....
Financial planning
Centrepoint Alliance has emerged as a financial advice bridgehead for UK advice technology firm, Intelliflo....
Financial planning
A major superannuation group wants amendments which would see advisers empowered to agree the scope of advice with clients upfront....
Financial planning
Plenty of financial advisers provide administrative assistance to clients to help them with their investments but, according to the Australian Securities and Investments ...
Financial planning
The Government has made an 11th hour plea to financial advisers to make submissions to the Australian Securities and Investments Commission on its affordable advice revie...
Financial planning
The barriers to seeking advice are perceived rather than actual and are not reflected in the real-life experiences of individuals who receive advice, according to an IOOF...
Financial planning
An advice regulatory framework is needed to encourage advisers to provide affordable advice, as some professional accountants who provide advice have passed costs to clie...
Financial planning
The volume of regulatory change means it is becoming impossible to do business as a financial planner using old technology and old ways of operation, according to the Fin...
Funds management
Frontier Advisors has dropped the ‘Advisor’ part from its name in a company rebrand as it expands its business beyond financial advice. ...
Financial planning
Superannuation funds identified as having delivered advice which might be detrimental to their members were asked to do no more than put it right and confirm they had don...
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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?...