ADVICE

Financial planning

Digital hybrid advice is an answer for Australians excluded from advice due to high costs and for those who do not have ‘complex advice needs’....

Financial planning

Already making up a fraction of complaints, complaints about advisers have fallen 33% in the 2021/22 financial year so far, according to the Australian Financial Complain...

Financial planning

Advice industry associations have replied to an expert’s calls for research into whether regulatory change in the advice industry has influenced suicide rates....

Financial planning

The transition phase to retirement has been identified as the stage of life when financial planners add most value to a client, according to research....

Financial planning

Research conducted during the first wave of the COVID-19 pandemic has found advisers played a crucial role in crisis intervention, according to Griffith Business School....

Financial planning

Financial advisers need to incorporate drivers of satisfaction into the advice process and portfolio construction decisions, according to a study....

Financial planning

One of the most important ways to measure the success of the advice is the number of clients who have acted on advice given, according to Industry Fund Services....

Expert Analysis

Financial advisers want to help their clients’ wellbeing and achieve their dreams but are struggling how to document their achievements, writes Santiago Burridge....

Financial planning

Including one day a year pro bono work as continuing professional development could help to reduce the advice gap and boost the advice industry’s reputation within the co...

Financial planning

Advisers need to step up and deliver financial advice in the same way that consumers are interacting with their finances....

Financial planning

Greater regulatory clarity is needed to ensure superannuation funds can fill the gap between comprehensive advice which should sit outside of super funds in most instance...

Financial planning

Financial advisers have an opportunity to create value by taking more responsibility in the investing process and lowering costs at the same time, according to Financial ...

Financial planning

The use of technology has given 28% of financial advice businesses a leg up when it comes to improving the affordability of advice, according to a report. ...

Financial planning

There is a strong likelihood that complaints regarding inappropriate advice will be resolved by agreement rather than a decision against the advisers, according to the Au...

Financial planning

Clime Investment Management has reported a net profit after tax of $2.2 million, a rise of 473% on the previous year, while the acquisition of Madison has helped it see a...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 3 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 1 day ago
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