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FINANCIAL ADVICE
Financial planning
Financial advisers are a declining “olden days” model, says Michelle Levy, who instead has focused her Quality of Advice Review on digital advice rather than relevant pr...
Financial planning
Professional year candidates should be self-motivated and both them and their supervisors need to understand it could take far longer than one year, according to panellis...
People & Products
Peter Orszag, chief executive of financial advisory since 2019, has been named CEO of Lazard, effective 1 October 2023. ...
Editorial
Red tape has been suffocating financial advice for years. It’s time for regulators to turn their attention to the army of emotionless robots who will be joining the profe...
People & Products
The investment manager has announced the creation of two new divisions and outlined a new structure bringing together its superannuation and non-superannuation businesse...
Financial planning
Monthly complaints have fallen, but they could rise again by opening the scope of advice to other providers, according to AFCA lead ombudsman for investments and advice S...
Expert Analysis
Sustainable cashflow is the apex for financial advice firms today and growth can be a bitter pill to swallow amid growing compliance and administration costs, writes Umes...
Expert Analysis
One of the fundamental roles of a financial adviser is to understand the needs and objectives of each client and provide strategy and product advice recommendations that ...
Financial planning
Vanguard research has revealed that Australians who seek advice and have a clear retirement plan have the highest levels of confidence about their future....
Editorial
As the industry awaits government action on Michelle Levy’s recommendations, one big question looms: Why are so few Australians getting financial advice?...
Financial planning
In its 2023 Landscape report, data agency Adviser Ratings has examined what you can expect from the average financial adviser and their practice in Australia....
Financial planning
The latest annual Adviser Ratings Landscape report has revealed state-wide statistics and which ones are coming out on top by increasing their clients and their funds und...
Financial planning
As financial goals evolve with market volatility, ensuring adequate income is no longer the number one priority for investors, according to EY Global Wealth Management Re...
Financial planning
Long delays encountered by candidates sitting the financial adviser exam online are the result of “users’ system issues”, according to ASIC....
Financial planning
Whilst having technical knowledge is crucial, this adviser suggests that being an emotional rock to clients should be the top priority....
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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...