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Financial planning
More high net worth individuals are seeking advice and are willing to pay for specialised services with many choosing to work with a single advice provider....
Financial planning
After scanning through thousands of Statements of Advice, Katherine Marchant runs through the common mistakes planners make that jeopardise best practice....
Life/Risk
More than a third of life insurance advice has not been appropriate according to a review conducted by ASIC....
Financial planning
MFAA claims mortgage brokers have not been through any major scandals as a result of lower levels of risk and the application of higher professional standards...
Financial planning
Advisory firm finds an increasing number of Australian business owners are choosing to part-sell their business....
Financial planning
ASIC has suspended the licence of a boutique planning group for three months for a failure to comply with its compliance obligations...
Financial planning
AMP chief executive, Craig Meller says self-interested parties are seeking to dumb down advice to just product selection....
Financial planning
The financial services sector still lacks regulation that requires advisers to identify when they are providing independent advice and when they are selling products, a l...
Financial planning
A flexible online Masters of financial planning program will help new an existing advisers to raise standards in the profession, AMP believes....
Financial planning
Major insurer TAL claims clients care more about price than whether planners are aligned or non-aligned....
Financial planning
Proposals to introduce a ‘restricted advice’ label would help to bring transparency to the financial advice consumers Infocus managing director Rod Bristow believes....
Financial planning
ASIC has recommended that institutionally-aligned advisers be labelled as “restricted advice’ businesses and provide statements about limited product advice....
Superannuation
A recent study commissioned by IOOF found that greater activity by financial advisers does not necessarily translate into a greater perception of value from clients, writ...
Life/Risk
ASIC’s upcoming report on risk insurance churn is likely to lead to further debate on removing commissions but would overlook the related costs of advice according to Syn...
Financial planning
High net worth clients are willing to pay well for scalable advice with their demands indicative of future advice and investment trends....
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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...