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Financial planning
The financial advice market is at an inflection point of various underlying business models within Australia’s licensee brands, according to Fitzpatricks Private Wealth....
Financial planning
Colonial First State’s record of advice (RoA) enhancements has helped drive a 10 per cent jump in adviser usage....
Financial planning
CFS platforms have exceeded $535 million thanks to advisers driving annuities to meet complex retirement needs while maintaining admin efficiencies....
Financial planning
IOOF has switched its focus to advisers, with a restructured service to focus on clients, rather than a product-based sales approach....
Financial planning
Australian advisers reported feeling most challenged by their professional environment due to regulatory and compliance burden, compared to the rest of the world....
Life/Risk
New survey data collected by Money Management reveals that advisers expect insurers to grow their direct sales — something that will lead to a decline in adviser numbers....
Financial planning
The financial services industry has welcomed the Government’s announcement to introduce an independent body to set higher professional standards for advisers....
Financial planning
Financial planning and accounting practice licensee, Securitor, has reached its 30-year milestone, which was set to be celebrated at its annual conference. ...
Life/Risk
FSC releases life insurance Code of Conduct while defining relationship between insurers and advisers as separate and different....
Financial planning
It is important to showcase younger advisers who have transitioned to fee-for service models in light of LIF reforms to alleviate fears of advisers who have never charged...
Financial planning
Some financial advisers tended to overestimate the financial literacy levels of clients, while other advisers were expressing the need to explain financial concepts to cl...
News
Bankwest was in the process of closing its salaried advice business with the CBA offering the advice team opportunities to transition to Financial Wisdom. ...
Financial planning
Mason Stevens has launched a direct bond investment service for advisers seeking to build goal-based portfolios....
Superannuation
Advisers should focus on tailored solutions when it comes to good estate planning, according to a law firm partner....
Financial planning
TAL Risk Academy has partnered with Charles Sturt University, and has launched its “on demand” courses designed to be flexible for advisers....
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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?...