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Life/Risk
Non-aligned planning group Synchron expects planners to quickly adapt to the Life Insurance Framework and intends to pick up advisers moving as a result of the changes....
Financial planning
Former clients of WealthSure authorised representative, Colin Oberg, have secured a Federal Court ruling ordering the firm to pay $865,000 in compensation....
Financial planning
Building consumer trust - not digital disruption - is the biggest challenge facing the wealth management industry, delegates at Money Management’s Platforms and Wraps con...
Life/Risk
Financial advisers have been blamed alongside lawyers for pushing the multitude of claims which placed pressure on TPD products within superannuation funds....
Life/Risk
The AIOFP has claimed it was locked out of tri-party discussions around life insurance commission and has called for the full submission to be publicly released....
Financial planning
Robo-advice provider to conduct pilot with salaried advisers within large, non-aligned advice provider Centrepoint Alliance....
Financial planning
Advisers must discard their one-size-fits-all approach to servicing clients if they are to increase client loyalty, referrals and revenue streams, AIA Australia said....
Life/Risk
The AIOFP has called for a shorter claw back period, 70 per cent upfront commissions with partial retention upon early termination and restrictions on advisers who churn....
Financial planning
Independent retirement planners remained averse to retirement product solutions, with little progress being made in dealing with longevity risk....
Financial planning
Being bombarded by regulation changes meant advisers were yet to embrace improving client communication by adapting a customised mobile strategy....
Financial planning
With the looming prospect of the ageing and death of a large cohort of baby boomers, Brian Hor looks at how advisers can incorporate estate planning to boost practice rev...
Financial planning
With the looming prospect of the ageing and death of a large cohort of baby boomers, Brian Hor looks at how advisers can incorporate estate planning to boost practice rev...
Financial planning
With automated investment advice taking off in the United States over the last three to four years, Malavika Santhebennur investigates whether Australia will follow suit,...
Life/Risk
A recent court case sheds light on the details advisers need to consider when replacing an insurance policy, Col Fullagar writes. ...
Financial planning
A Victorian financial adviser has been banned from providing financial services for seven years after an ASIC investigation found he had breached “numerous financial serv...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...