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ADVISERS
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
Mortgage Choice has increased its planner numbers to nearly 40 but has revised down further growth targets claiming it was seeking quality advisers as it moves beyond the...
Financial planning
A doctor-style fee-for-service model for all advice, including life insurance, would create unsustainability in the financial planning sector and prevent specialisation, ...
Financial planning
Concerned that the Trowbridge report reflects their working reality, life/risk advisers dominate 130 submissions to the Life Insurance and Advice Working Group....
People & Products
Centric Wealth has promoted financial planning veteran Celia Carroll to head up its Queensland group. ...
Financial planning
Adviser sentiment has plunged to its lowest level in two years across several measures as the financial advice profession is mired in negative publicity....
Editorial
While considered foreboding by traditional investors, volatility in global markets is music to the ears those in the alternative space, Janine Mace writes. ...
Financial planning
The political wrangling around financial advice reforms have passed over the heads of most consumers who have yet to be convinced of their relevance according to Adviser ...
Financial planning
One of the newer Statements of Advice (SOA) requirements has been labelled unncecesary duplication by a legal expert, echoing fears raised by advisers about the growing c...
Financial planning
The Commonwealth Bank makes clear that former CommFP clients retain access to its Open Advice Review program irrespective of changing advisers. ...
Financial planning
IOOF recruits BTFG’s Daniel Dalton as new National Sales Manager, Investments....
Financial planning
Many advisers are struggling to find their place in the post-FOFA industry, leading to a surge in mergers and acquisitions (M&A) and early retirements. ...
Financial planning
ISA has reiterated its calls for advisers to move with haste to a fee-for-service model, with all commission-based fees banned, including on life insurance....
Accounting
Financial advisers should require more than one semester unit in tax law if they want to be licensed to provide tax advice, the Institute of Public Accountants believes....
Life/Risk
Synchron’s Don Trapnell urges risk advisers to counter worst elements of Trowbridge interim report, including five-year responsibility period....
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MARKET INSIGHTS
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...