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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....
Financial planning
Advised Australians are more likely to feel financially secure and satisfied with their current level of wealth, according to FPA’s inaugural Value of Advice study....
Policy & Regulation
The Australian Law Reform Commission has published its second interim report on changes to financial services legislation including a proposed legislative model. ...
Financial planning
The Ray White Group’s eight-year battle to break into the Australian financial advice market is over. How did it ultimately fail after so many years trying to succeed?...
Financial planning
There is a risk that the Quality of Advice Review proposals will solve one problem but create alternative ones regarding avoidance behaviour, according to the Financial P...
People & Products
Evergreen Consultants has launched a responsible investment questionnaire that advisers can use to help clients understand their beliefs and select RI products for their ...
Financial planning
It is up to the financial advice industry to educate consumers on the value of financial advice and the help they can provide, particularly during times of insurance clai...
Financial planning
There are many options within financial services that utilise the skills of a financial planner and advisers should not lose hope if they are deciding whether to leave th...
People & Products
Macquarie has expanded its Virtual Adviser Network (VAN) program to support the next generation of advice firms, with tailored coaching and a collaborative network to dri...
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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?...