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Financial planning
Advised investors have a significant advantage over their non-advised peers, according to Legg Mason’s 2018 Global Investment Survey. ...
Financial planning
New research has pointed to financial planners seeing themselves as being more comfortable as asset allocators rather than stock-pickers and leaning towards goals-based a...
Financial planning
Financial advisers worried about the incoming education reforms could restructure their business to become money coaches. ...
Financial planning
Only 16.8 per cent of wealth management product holders obtained their fund from a professional adviser, according to new results from Roy Morgan. ...
People & Products
Almost six months after BT Financial Group revamped its pricing structure for BT Panorama, the company has announced that the platform has reached $13 billion in funds un...
Financial planning
HUB24 has announced a new partnership with stockbroking and wealth management firm, Patersons Securities....
Financial planning
The Financial Adviser Standards and Ethics Authority has confirmed that the final exam introduced as part of its education reforms would be one exam for all advisers rega...
Financial planning
The Financial Planning Association has sought to calm advisers nervous about FASEA’s reforms at its Professionals Congress this morning, promising that “we will help you ...
Financial planning
The Financial Adviser Standards and Ethics Authority has sought to put flesh on the bones of its new regime by releasing the relevant provider degrees, qualifications and...
Financial planning
While annual reviews with financial advisers are the key to client and business success, only half of advisers are actually conducting them....
Financial planning
Financial advisers have named their top three challenges and it’s no surprise education reforms are in the top spot. ...
Financial planning
The Financial Services Council has told the Royal Commission that advisers undertake a significant amount of work for clients, justifying their commission payments....
Financial planning
ANZ has locked in the timetable for transferring its superannuation customers to IOOF even though it traverses the problematic Christmas/New Year period....
Financial planning
The Australian Securities and Investments Commission has made clear it believes product manufacturers should not seek to dictate to advisers under new financial product d...
Financial planning
Advisers are snubbing their service providers in pursuit of a self-licensed or boutique model, data from Investment Trends shows. ...
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...