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Financial planning
Technology is playing an even bigger role in financial planning. New software developments have a good chance of achieving cost and administrative efficiencies ahead of u...
Editorial
Since their arrival on our shores about a decade ago, managed accounts have remained largely dormant in Australia. But with continuing market volatility and the imminent ...
Financial planning
Industry experts suggest that the financial planning industry is experiencing an era of change no less significant than the 2001 financial services reform. While this pre...
Financial planning
Guardian has begun offering free risk-based statements of advice to its financial planners using an in-house paraplanning service....
Financial planning
Treasury should fix the uncertain best interest guidelines so that advisers are clear on the extent they are protected from legal claims brought by disgruntled clients, a...
Superannuation
MLC Technical Services has reminded advisers that the ATO's clarification and additional flexibility regarding requirements around borrowing to invest in property within ...
Financial planning
Financial planners are increasingly recommending passive investments to their clients, but there is debate about the reasons behind the move away from active strategies....
Top 100
As the risk market becomes more competitive due to the consistently strong demand for insurance products, life companies have truly embraced adviser feedback. The Money M...
Financial planning
Platform provider netwealth has announced a major overhaul of its investment menu, adding 39 new investment options and removing 21 funds on behalf of advisers and dealer...
Life/Risk
MLC is aiming to reduce insurance turnaround times by up to 70 per cent through a new offer with upgraded service, product and technology benefits....
Financial planning
Financial planners have already started to focus on costs as a result of the proposed Future of Financial Advice reforms package, which could significantly boost the appe...
Financial planning
Adviser usage of online applications (eApps) for life insurance has plateaued, according to a survey commissioned by Zurich....
Financial planning
To take advantage of the economic downturn, advisers should scope for stocks that currently trade under the average price-to-earnings ratio, pay good dividends and hold a...
Financial planning
Industry platform providers have come out swinging against a recent Investment Trends report suggesting they are not delivering on their direct share platform offerings....
Policy & Regulation
Asteron has announced a range of product enhancements as part of a stated plan to help its advisers navigate through upcoming Future of Financial Advice (FOFA) reforms. ...
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MARKET INSIGHTS
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...