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Financial planning
The FPA believes any fresh surge in demand for advice created by making it tax deductible will need to be met by new practices, rather than experienced planners. ...
Financial planning
BT has shared the top queries it has received from advisers in the most recent quarter with topics including indexation and social security measures. ...
Financial planning
One adviser may not be the best option for two generations, particularly if the parents are wholesale investors and the children are retail clients....
Financial planning
The Centrelink Home Equity Access Scheme has been identified as a possible advice option for advisers, having previously been thought of as a credit product which require...
Financial planning
Licensees will need to ensure their advisers’ Financial Adviser Register record states if they can provide tax (financial) advice by 1 February, 2023. ...
Features
Research shows that many people are unprepared when it comes to planning for death. What are advisers offering to support clients in this area and is there more that coul...
Financial planning
In a year of bannings, regulatory legislation and financial services reviews, Money Management collates the top 10 stories this year....
People & Products
Hobart-based Kyle Brown Wealth Management is the latest firm to join Count’s national advice community....
Funds management
A finfluencer who offered seminars in share trading has been found by the Federal Court to have contravened the Corporations Act by providing financial product advice wit...
Financial planning
A white paper has explored ways to broaden the reach of Australia’s financial advice industry beyond its traditional older client base. ...
Financial planning
A Monash University report gauging the pressures experienced by young Australians has looked into financial literacy and security among 18- to 24-year-olds. ...
Financial planning
A University of Southern Queensland study has attempted to measure the progress made towards achieving recognised professional status within the Australian financial plan...
Expert Analysis
It is hard to see financial wellbeing improving in Australia unless advice's methods and diagnostic technology is 'leveled up', writes Bernard Del Rey. ...
Financial planning
Dealer group Spark Financial has entered into binding terms to become Australia’s first social business dealer group where 100% of its profits will go to charity....
Financial planning
High net worth investors have decreased to 625,000 in 2022, according to a financial research firm, but their total assets have increased to $2.8 trillion....
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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?...