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Financial planning
Allowing advisers and clients to 'agree’ on the scope of advice makes way for a variety of manipulation, says AIST....
Financial planning
Touted as the next frontier for accountants, Limited Australian Financial Service Licences (AFSLs) are starting to gain traction with planners too. But what makes them so...
Financial planning
The rise of online and commoditised advice will expose more people to financial planning rather than shift them away from it. ...
Financial planning
MLC’s Keiran McIlwain outlines why and how greater estate planning expertise is critical for today’s financial advisers. ...
Editorial
With research showing that Statements of Advice remain almost impenetrable documents for consumers, Bruce Keenan argues it could be time for a change. ...
Life/Risk
With professional standards becoming more demanding and clients’ risk insurance expectations rising, it’s time for advisers to adopt a genuinely holistic approach that en...
Life/Risk
The provision of advice during life insurance claims should be part of an holistic advice model but has been largely ignored....
Editorial
Peter Labrie outlines some of the key evolutions that will affect platforms in the years ahead....
Funds management
Almost half the advice on structured products lacked on compliance, the regulator said after reviewing 50 SOAs....
Financial planning
The discussion about the impact of technology on the advice landscape is becoming increasingly frequent. Consumers, living increasingly digital lives, will continue to lo...
Financial planning
Is scaled advice a game only the big guys can play? Malavika Santhebennur explores some of the things that might be stopping smaller financial planning practices from pro...
Superannuation
Two bodies representing industry super funds have called for improvement in the quality of advice provided to clients, questioning some of the drivers behind the growth o...
Financial planning
The time frame in which a will is prepared may also affect the implementation of the advice provided by the planner, writes Melissa Krajacic. ...
Financial planning
A new ASIC report has revealed how the regulator is allowing or rejecting planner remuneration arrangements....
Superannuation
Super funds will need to ramp up their offering to prevent member outflow to SMSFs, according to a report by CoreData....
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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...