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Financial planning
Financial planners might struggle to articulate their value to passive clients come fee disclosure statement time, according to Elixir Consulting’s Sue Viskovic....
Superannuation
Improved investor sentiment fuelled by strong equity markets is resulting in a growing demand for bespoke structured products, according to George Lucas, managing directo...
Financial planning
An increasing number of financial planners want to take a more active role in estate planning for their clients. Here’s what they should do, writes Anna Hacker. ...
Editorial
Australian financial planners have faced some of their most troubling years, but Vanguard’s Michael Lovett suggests a bright outlook is beginning to emerge – something wh...
People & Products
Australian Unity Personal Financial Serivces has recruited Ian McDermott as head of risk and compliance to assist the group with the final details of FOFA. ...
Financial planning
Despite reports to the contrary, OneVue has seen advisers flock back to platforms as regulatory changes force them to run their practices more efficiently....
Financial planning
With dealer groups across the industry struggling to retain planners, commentators are urging them to adopt the Net Promoter Score (NPS) system to get a better understand...
Financial planning
The FOFA and fee-for-service regimes are teaching planners how to chase bad debts....
Funds management
Australians who lost money investing in the now-collapsed LM First Mortgage Income Fund have limited opportunity to recoup losses due to bad advice, Slater & Gordon has w...
Superannuation
The major political parties have been warned that unnecessarily tinkering with super policy will carry with it significant risk of a negative reaction from those aged ove...
Financial planning
Powerwrap has acquired financial services firm MWH Capital in an effort to tap into the growing personal investment and broker markets....
Life/Risk
Synchron’s Don Trapnell calls for proof to justify ASIC’s concern on churn....
Financial planning
Affinia’s Craig Parker discusses how customer centricity is emerging as the new practice business model. ...
Financial planning
Planning firms need to get better at transitioning clients to a new adviser when the original adviser retires, says Equity Trustees head of private wealth Geoff Rimmer....
Financial planning
Risk advisers with old portfolios need to go through their client bases and dig out any investment income, according The Risk Store founder Sue Laing....
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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...