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Superannuation
Specialist software provider Supercorp has released a new software package that enables advisers to access client SMSFs via the Internet....
Financial planning
Advisers are now considering innovative marketing strategies such as online blogs and podcasts, but these initiatives can present challenges for some....
Editorial
Technology change is now driving the life insurance market in significant ways and applying for life insurance is easier than ever for advisers and their customers....
Financial planning
Financial Planning Services Australia advisers have been emotionally battered by the ongoing market downturn, chief executive Mark Ryan has acknowledged....
Financial planning
Financial planners must broaden their advice propositions beyond market-linked performance, and opportunities can be found in areas such as aged care and estate planning,...
Financial planning
New research confirms a one-size-fits-all remuneration model is not suited to the financial planning industry and that an hourly rate regime can promote inefficiency....
Financial planning
Financial planners are shying way from investing in the broader alternatives sector in the wake of a redemption freeze over liquidity issues....
Financial planning
Australian financial planners have revealed the deep distress they are feeling as a result of the global financial crisis and the impact it is having on their clients....
Funds management
The number of advisers and investors using exchange-traded funds (ETFs) is set to grow significantly, according to a study by researcher Investment Trends....
Financial planning
Taxation expert warns planners about conflicts of interest implications if they are involved in transferring retirement funds from overseas into products that generate co...
Financial planning
BT Financial Group is launching a three-year program to provide faster direct equities trading and improved market information and trading tools on its wrap platform....
Financial planning
Financial planners are facing the reality of another shadow shopping exercise by the Australian Securities and Investments Commission next financial year....
Financial planning
Researchers are experiencing 'massive demand' from financial advisers for tactical asset allocation advice, driven by investors' flight into cash, according to Zenith dir...
Financial planning
Planners warned against becoming distracted by pursuit of revenue in tough times....
Financial planning
DAVID FOX takes a look at how the adviser’s role will be significantly different in the successful advice business of the future....
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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...