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FINANCIAL ADVICE
Financial planning
Focusing solely on investment performance is a turn-off for high-net-worth individuals (HNWIs) who are seeking a more well-rounded, personalised offering from their advis...
Financial planning
The Perth-based wealth management firm is seeking to expand into eastern states next year as well as strengthen its presence in its home state of Western Australia....
Financial planning
AMP’s Matt Lawler believes financial advisers should be working together with super funds to improve the advice landscape, rather than competing, as well as ways to boost...
Financial planning
Australians are increasingly conflicted on their outlook towards retirement, with some confident their savings will sufficiently last while others say they no longer see ...
Financial planning
AMP intends to launch a digital advice service for both its advisers and its superannuation divisions next year....
People & Products
Centrepoint Alliance has appointed a former senior Colonial First State executive as an independent non-executive director on its board....
Financial planning
Netwealth CEO, Matt Heine, has identified financial advice as one of six areas he believes will be beneficiaries of the growth in artificial intelligence....
Financial planning
The former director of a financial advice group has been disqualified from managing corporations after ASIC found he put investor funds at risk and made misleading and de...
Financial planning
Financial advisers receive the second-highest expenditure in ASIC’s financial services and wealth division, according to documents, ahead of investment managers and super...
Financial planning
The government has released the first consultation on its Delivering Better Financial Outcomes reforms, focused on removing regulatory red tape....
Financial planning
The Australian Financial Complaints Authority has opened a consultation into how it determines compensation for complaints involving financial advisers....
Financial planning
An advice association has called for the financial adviser exam to be scrapped, arguing it has served its purpose and is an unnecessary expense....
Financial planning
The digital financial advice platform has reported strong growth over the past six months, driven by a surge in customers and the growing demand for advice. ...
Financial planning
ASIC has indicated its disappointment that “little improvement” has been made on the reportable situation regime but financial advice breaches have declined over the year...
Financial planning
Servicing younger clients focused on accumulating wealth, who are often turned away by other advisers, is an integral part of new Melbourne financial advice practice Bold...
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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...