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FINANCIAL ADVICE
Financial planning
A comprehensive study by Dimensional has offered an optimistic picture of the Australian financial advice industry....
Financial planning
Outsourcing specialist advice and using the term 'later years' are among ways that advisers can redefine their retirement service with aged care, according to a panel....
Financial planning
Research by Finder has found most Australians are making their own financial decisions without an adviser or planner....
Superannuation
How financial advisers should be monitored by superannuation trustees is among issues raised by a regulatory thematic review of outsourcing in super....
Financial planning
The Australian Securities and Investments Commission has released its half-yearly data on financial advice misconduct cases and enforcement outcomes....
Financial planning
Australian Retirement Trust has introduced new financial advice fee caps, coming into effect for Australian Retirement Trust Super Savings and QSuper accounts from 15 Aug...
Financial planning
Australia’s strict regulatory definitions are hampering its development of financial advice versus other markets such as the US and UK, according to Vanguard....
Financial planning
Netwealth research outlines how advisers can market their services to the Established Affluent, those wealthy older Australians representing $4.1 trillion in household we...
Financial planning
Moving to Letters of Advice, abolishing safe harbour steps to comply with best interest duty and indexing the wholesale assets test are among proposals made by the Financ...
Financial planning
Ignition Advice has highlighted the importance of digital advice adoption if the advice industry wants to address the advice gap and deliver on the Quality of Advice Revi...
Financial planning
There needs to be mechanisms in place to encourage Australians to understand investment risks they are taking and to consider other forms of protection, industry associat...
Financial planning
In the move by firms to delegate away low-value tasks, technology is improving but still struggles to keep pace with all the various parts of financial advice....
Financial planning
Advisers need to leave the noise of 2021 in the past and focus on growth, recruitment, and building efficiencies in their businesses, according to Countplus....
Financial planning
The selling price of financial planning businesses has increased for the first time in 13 years with demand for older clients and complete licensee groups of 50 to 200 au...
Financial planning
If elected, a Labor government would assume that a decade of experience was worth at least a degree and would scrap the degree requirement for those advisers....
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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...