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Financial planning
Licensees should ensure they pre-vet any advice given, according to Fourth Line, as it is no longer acceptable to conduct retrospective audits....
People & Products
Tasmanian financial planning firm Ford Scott has engaged online advice business Otivo to bridge the industry-wide challenge of unaffordable advice and orphaned clients....
Financial planning
Downsizer contributions, the superannuation guarantee and the COVID-related measures on minimum pension drawdowns are among the top enquiries by advisers this end of fina...
Financial planning
Templeton (Aust) Financial Services is aiming to start a new program in schools to help students engage with their finances and encourage them to consider financial plann...
Superannuation
Superannuation funds have a role to play in providing advice as research by KPMG has found those members who sought advice were less likely to switch funds during market ...
Financial planning
Communicating a client value proposition in clear and simple terms is crucial to running an advice practice and will lead to a more cohesive relationship with the client,...
Financial planning
AMP is questioning how it can engage independent financial advisers, acknowledging its advice business has been running at a substantial loss. ...
Financial planning
The Association of Financial Advisers has outlined the key levers it will be targeting to reduce regulatory uncertainty in its submission to the Quality of Advice Review....
Financial planning
The solution to the complex and time-consuming Statements of Advice (SoA) lies somewhere between a one-page letter, as prescribed for accountants, and what exists today, ...
Policy & Regulation
The Australian Securities and Investments Commission has confirmed 10 financial advice misconduct criminal cases are before the courts with six civil cases also yet to be...
Financial planning
Australia is well placed for innovation in advice technology as the impacts of the Royal Commission have softened with time, according to Ignition Advice....
Financial planning
Taking a holistic approach to overall client wellbeing and technology adoption will be crucial for successful planning firms....
Financial planning
While 2022 is showing the continuation of a surge of new advisers, it is not enough to offset those leaving the industry, according to Wealth Data....
People & Products
Iress has announced changes to its client-facing commercial team in Australia and New Zealand with Tizzy Vigilante and Kirsty Gross stepping away from the business. ...
Financial planning
Advisers feel cautious about implementing digital advice, according to abrdn, as they are unclear on whether it would qualify for them to meet all their regulatory requir...
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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?...