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Financial planning
Clients considering aged care for their loved ones should be advised to speed up the process to avoid new means test rules set to kick in later this year, a life insuranc...
Financial planning
Adelaide-based SMSF company Excelsuper has extended its financial planning strength via the acquisition of Oxford Financial Services. ...
Financial planning
Government claims its FOFA changes will generate $190 million in costs savings which should be passed through to consumers....
Financial planning
Educational programs launched by some vertically integrated dealer groups are nothing more than a product push to advisers, says Anne Fuchs....
Superannuation
Australians aged over 55 have refocused on their retirement, according to specialist SMSF advisory firm Crowe Horwath. ...
Financial planning
Platform provider netwealth has launched a mobile web app for advisers and announced a number of other major upgrades for 2014....
Financial planning
With the festive season well and truly upon us, now is a good time to examine the obligations of financial advisers in relation to receiving non-monetary (or soft dollar)...
Editorial
Peter Labrie outlines some of the key evolutions that will affect platforms in the years ahead....
Financial planning
Almost a third of advised Australians last heard from their financial planner more than a year ago, which puts them “at risk” of switching, a report says....
Financial planning
Managed discretionary accounts (MDAs) should be customised for individual clients, both to manage diverse expectations and meet new regulatory guidelines, an adviser says...
Financial planning
Planners are losing opportunities to offer scaled advice at lower costs by using traditional modelling software....
Funds management
Almost half the advice on structured products lacked on compliance, the regulator said after reviewing 50 SOAs....
Financial planning
SMSF push results in purchase of Victorian practice....
Financial planning
A ‘discipline and punish’ style approach to compliance from auditors does little to stop licensees from repeating the same shortcuts and mistakes, a financial adviser bel...
Financial planning
Is scaled advice a game only the big guys can play? Malavika Santhebennur explores some of the things that might be stopping smaller financial planning practices from pro...
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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...