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ADVISERS
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....
Financial planning
Software companies need to start considering how to help advisers market their knowledge to potential clients....
Financial planning
Managing director Greg Kirk has accused rival dealer groups of deliberately trying to destabilise Genesys in order to attract advisers....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...