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Financial planning
Complaints about inappropriate advice have more than halved in the last financial year, according to the Australian Financial Complaints Authority, while those about fail...
Financial planning
After losing 126 advisers last week, the advice industry has recorded 117 appointments and 115 losses for a net gain of two advisers this week....
Financial planning
Australian advisers are experiencing fewer difficulties when it comes to acquiring new assets or new clients, compared to global peers, with firms expecting to take on ei...
People & Products
AMP has appointed Lisa Sorgini as general manager for wealth distribution, working on strengthening the firm’s relationship with financial advisers....
Financial planning
Despite ‘adviser exodus’ commentary, now is a good time to start a financial advice practice because there are more referral partners looking for an adviser, says the fou...
SMSF
Self-managed superannuation fund establishments have reached a three-year high, according to Investment Trends, with the percentage of advisers assisting in establishment...
Financial planning
Companies looking to make acquisitions of financial advice firms are seeking those which have specialisations or a positive business culture rather than just a large clie...
Financial planning
The only way to address Australia’s advice gap and meet the challenges raised by the Quality of Advice Review is through greater use of technology in financial advice, ac...
Financial planning
Five issues have been highlighted by the financial advice organisations as priorities for the Quality of Advice Review to improve....
Financial planning
Pendal has launched a campaign showing the role that advisers play in driving responsible investing, told through the stories of seven advisers....
Financial planning
The Australian financial advice industry needs to demonstrate to overseas insurers that it has improved as firms are expressing concern about insuring advisers or large d...
Superannuation
The cost of providing a Statement of Advice to superannuation fund members is thousands of dollars more than for a Record of Advice, according to ASFA, and consumers find...
Financial planning
Possible insurance changes as a result of superannuation fund mergers should be a talking point for advisers to demonstrate their value when it comes to insurance advice....
Financial planning
The newly-announced Certified Independent Financial Advisers Association believes it will be better aligned with the interests of independent advisers because it is low c...
Financial planning
Advisers cannot shy away from conflict in a client relationship if it is needed to secure consent for the advice, according to the AFA....
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MARKET INSIGHTS
Podcast
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?...