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Policy & Regulation
Platforms should not wait to see what changes are introduced under the Government's Future of Financial Advice reforms, but rather should try and stay ahead of market nee...
Financial planning
MLC has developed a new tool called My Client Leads, to help advisers who are struggling to market to their existing client base....
Financial planning
The Government's final outline of its Future of Financial Advice proposals has raised as many questions as it has answered, with participants in a <i>Money Management</i>...
Financial planning
Asgard's Michelle Woodgate has been named Money Management BDM of the Year....
Superannuation
Principals of the newly launched Self-Managed Super Funds (SMSF) Academy have flagged plans to enter the RG146 space in the near future, depending on the changes flowing ...
Financial planning
AMP has launched a new logo following its merger with AXA Asia Pacific's Australian and New Zealand businesses....
Financial planning
Over half of advisers surveyed have neutral feelings towards the Federal Budget announcements, with only 24 per cent positive and 18 per cent negative, according to Midwi...
Financial planning
Platform providers will have an ideal opportunity to manage and run the opt-in requirement on behalf of financial planners, once the Government's Future of Financial Advi...
Superannuation
An industry expert says financial planners need to rethink the way they advise retiring clients to better meet their changing attitudes to risk and address their need for...
Financial planning
Iress has released a new client engagement tool linked to advice platform Xplan, which it says will allow intra-fund and full-service advisers to leverage off each other'...
Financial planning
The financial planning industry loses almost as many advisers as it gains each year, which explains the slow growth in adviser numbers over the past decade, according to ...
Financial planning
Fast-expanding dealer groups may need to look at outsourcing technical and strategic advice solutions in order to retain a high standard of support for advisers and stay ...
Superannuation
The Government has been warned of both cost and tax implications from banning all risk commissions within superannuation....
Superannuation
Continuous tinkering with the rules relating to self-managed super funds (SMSFs) and superannuation in general is causing serious concerns for advisers and inflicting dra...
Superannuation
Continuous tinkering with the rules relating to self-managed super funds (SMSFs) and superannuation in general is causing serious concerns for advisers and inflicting dra...
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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...