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ADVICE
Financial planning
There will be more advice practices popping up to service clients that only want once-off advice and those practices need to invest in technology to lower the cost of adv...
Financial planning
As advisers are steadily continuing to exit the industry leaving more advice roles in supply, practices will need to offer work flexibility and a desirable culture to lur...
Financial planning
When it comes to retirement planning of mid-life clients, financial advisers should look to simplify decision-making and transitional career work, according to Full Time ...
Expert Analysis
The proliferation of retail investors entering the market during the COVID-19 induced downturn has highlighted the value that can be demonstrated by seeking financial adv...
Editorial
Thousands of low-balance, high maintenance clients are being orphaned in the wash-up of what is emerging as significant failure by successive governments to understand th...
Financial planning
Count Financial is continuing to build its adviser numbers, this time recruiting former Fitzpatrick’s aligned Sydney-based StrategyOne....
Financial planning
Advisers on maternity leave, paternity or otherwise looking to work part-time are being offered a flexible fee model by Centrepoint Alliance....
Financial planning
Senator Jane Hume announced the FSC Life Insurance Summit that Treasury will assume control, merging it with the quality of advice review....
Financial planning
A new Financial Services Council green paper has suggested that a moral risk will emerge if self-licensed advisers are allowed to proliferate in the absence of dealer gro...
Features
COVID-19 has been a catalyst for technological change in the industry but, Chris Dastoor writes, a major issue remains in how technology can address the accessibility of ...
Financial planning
When it comes to selling a financial advice business, firms with investment and superannuation clients in their early sixties can attract the highest multiples....
Financial planning
Instead of allowing a race to the bottom in terms of the cost of providing advice, financial advisers should be accurately assessing what their advice is worth and chargi...
Financial planning
Some platforms have been contacting clients about potential advice fee changes without the knowledge of their adviser, according to WealthO2....
Financial planning
Centrepoint Alliance has emerged as a financial advice bridgehead for UK advice technology firm, Intelliflo....
Financial planning
A major superannuation group wants amendments which would see advisers empowered to agree the scope of advice with clients upfront....
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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...