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FINANCIAL ADVICE
Financial planning
Having a human adviser could increase a client’s mental wellbeing by over 50%, a recent Vanguard survey has found, along with adding portfolio and financial value....
Financial planning
Iress has reinvested in its core Australian trading and advice activities, including a digital advice capability, as it believes Australian clients have been “underserved...
Editorial
Around a year in the making, the Quality of Advice Review continues to divide an industry looking for meaningful reform. ...
Financial planning
MLC Life Insurance and Praemium have signed MOU’s to collaborate on Iress’ Connectivity Network....
Financial planning
With Australians increasingly reluctant to discuss finances, Sydney adviser Jessica Brady has launched an online financial literacy course which hopes to empower young pe...
Financial planning
New data from Kaplan Professional has found digital modules around ethics and professionalism have been among the most-popular offerings for advisers. ...
Financial planning
According to two financial advisers, working alongside numerous professionals is imperative to providing balanced client support. ...
Financial planning
Recommendations like the removal of SOA requirements and embracing digital advice have been strongly endorsed by industry groups, who state this is ‘the time for bravery’...
Financial planning
The Joint Association Working Group (JAWG) has written an open letter to the financial services minister Stephen Jones stating the QOA must avoid “easy wins”....
Financial planning
The SMSF Association, in partnership with the Financial Planning Association (FPA), is set to release an express pathway for the SMSF Specialist Advisor (SSA) program....
Financial planning
The Australian Institute of Superannuation Trustees has advocated for banning unsolicited calls to consumers from advisers and financial planning businesses. ...
Financial planning
Phil Anderson, CEO of the Association of Financial Advisers, is hopeful the Government will embrace the ‘brave’ ideas put forward by Michelle Levy in the Quality of Advic...
Financial planning
Adviser Ratings has provided a closer look at some of the themes expected to dominate the advice industry this year....
Financial planning
The advisory company announced their subsidiary firm, Moggs Accounting + Advisory, has acquired a Victorian accounting firm....
Financial planning
With its advanced ability to streamline and simplify content, one adviser believes AI chatbot ChatGPT could prove a useful tool in providing financial advice as well as b...
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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...