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Financial planning
The Ripoll Inquiry proposals will shift the burden of proof onto advisers when it comes to client claims regarding unsatisfactory performance, said corporate lawyer Peter...
Financial planning
The Ripoll Inquiry has called for increased disclosure of conflicts of interest and advice restrictions faced by advisers - in particular those working under licenses hel...
Financial planning
Investors should diversify across different countries, rather than different asset classes, for true diversification, according to the head of Intrinsic Value Investments...
Financial planning
Joe Hockey has promised the Liberal Party will not support a decision by the Rudd Government to ban adviser commissions....
Financial planning
Research conducted by Perpetual has found that clients are becoming wary about advisers recommending 'in-house' financial products and funds....
Life/Risk
Concerns about the churning of life insurance policies have emerged, with increases in risk-writing by advisers coinciding with a rise in attrition rates for insurance co...
Financial planning
Model portfolios are becoming an increasingly popular investment advice option at a time when risk mitigation is a priority for dealer groups....
Financial planning
Greg Kirk to step down as chief of AXA-owned Genesys Wealth Advisers, to be replaced by ipac executive John Saint....
Financial planning
AMPFP has struck a deal with Australian Financial Group to improve the services for its mortgage-writing financial planners. The group wrote around $700 million in mortga...
Financial planning
Financial Services Partners (FSP) will launch its private broker network, which will assist its advisers with business growth, acquisitions and succession planning....
Financial planning
The board of the Financial Planning Association is considering raising the minimum education standard for advisers to a tertiary level. ...
Financial planning
Although many advisers are eager to make the transition to fee-for-service, their biggest fear is informing clients that they will need to charge them more, according to ...
Financial planning
According to Lifeplan Funds Management's Financial Advice Satisfaction Index, the perception that portfolio performance is due to financial advice has increased by 9 per ...
Life/Risk
Macquarie Private Wealth has appointed Patrick Dieter to the role of head of national wealth protection in a newly created role....
Financial planning
Professional Investment Services (PIS) is considering placing a cap on the commissions its advisers can receive for recommending investment products....
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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...