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Financial planning
Articulating your investment philosophy and reiterating experience are among ways which advisers can reassure panicked clients seeking to adjust their portfolios in volat...
People & Products
The boutique strategic, investment and tax advisory firm has appointed Katie McDonald as director of advisory and manager of their recently-opened Perth office....
Financial planning
A financial advice firm valuer has shared the top five factors that make an attractive advice practice for buyers plus the five which can detract from the value of a busi...
Financial planning
There have been 355 new entrants to the financial advice industry so far this year, a number equivalent to the third-largest licensee. ...
Financial planning
The number of newly-advised clients has outpaced client attrition for the first time in three years according to Investment Trends, while consumers have increased the amo...
Financial planning
CountPlus has indicated it is seeking to make multiple acquisitions with 12 active M&A opportunities in the pipeline....
Financial planning
Michelle Levy, reviewer of the Quality of Advice Review, has defended her proposals to allow superannuation funds and banks to provide financial advice. ...
People & Products
Pinnacle has detailed how strong relationships with advisers has boosted the firm’s distribution success, despite a wider adviser exodus....
Financial planning
Insignia has detailed the quarterly breakdown of movement among its advisers, reporting both gains and losses in different channels....
Financial planning
Advisers’ growth expectations have significantly dropped this year with advisers expecting to see average capital growth of just 0.7%....
Financial planning
Stockspot has taken a contrary view to its digital advice peers in believing the Quality of Advice Review will negatively impact consumers by bringing about a return of p...
Financial planning
Fees for ongoing advice have risen 33% in a year, according to annual Padua research, with technology cited as a factor to lessen the burden....
Policy & Regulation
Timeshare company Ultiqa Lifestyle Promotions has been ordered by the Federal Court to pay $900,000 following a ruling its advisers failed to act in consumers’ best inter...
Policy & Regulation
ASIC has banned a Sydney director for three years after he tried to approach determinations by the Australian Financial Complaints Authority, including for inappropriate ...
Financial planning
There is a divide between pre-retirees and retirees when it comes to the types of barriers stopping them from seeking advice, according to FPA research....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...