ADVICE
Financial planning
Paul Barrett’s AZ NGA extends footprint via another RI Advice-licensed planning firm, Adelaide’s Bailey Capital Management....
Financial planning
ANZ has appointed Darren Whereat to the new role of general manager, aligned dealers and advice standards. ...
Financial planning
ClearView has challenged the standing of the FSC to develop a Life Code or APL Standard....
Accounting
While a limited licence may seem like a more cost-effective option for accountants, this may not be the case when back office, continuing support and professional indemni...
Knowledge Centre
The rapid development in fintech is providing a wave of new opportunities for investment decision-making. Expand your service offering and lower the cost of delivering ad...
Life/Risk
Financial advisers have a critical role in helping their clients to deal with life insurance claims, AFA chief executive, Brad Fox believes....
Superannuation
Following high demand for advice for both super and non-super related investments, UniSuper has partnered with PKF Melbourne to give specialist tax advice....
Tools & guides
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....
Financial planning
Macquarie Wealth Management hopes to capture the 80 per cent of Australians who do not access financial advice, with the launch of its OwnersAdvisory model....
Financial planning
More high net worth individuals were using advisers but there was still pressure on advisers to demonstrate value to a group that doubts adviser expertise....
Financial planning
With the spotlight on professional standards of the advice profession, TAL has added a client engagement stream to its education program....
Financial planning
A property adviser who took a 10-year advance on his salary to pay off a personal debt has been banned from engaging in credit activities for four years....
Funds management
New analysis from Morningstar suggests planners can no longer rely on the original thinking behind the so-called four per cent rule on safe withdrawal rates....
Features
Advisers need to bring things back to basics for clients to address barriers and perceptions of advice like complexity, inflexibility, and lack of engagement, Tim Mitchel...
Features
Specialist education and training seems to be the key to restoring trust in advisers among sceptical self-managed super fund members, Malavika Santhebennur writes....
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MARKET INSIGHTS
Podcast
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...