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FINANCIAL ADVICE
Financial planning
The question of whether the advice fees deducted by superannuation funds are reasonable and fair is being examined by the Australian Securities and Investments Commission...
Financial planning
New research has confirmed that clients are more aware of advice but are still struggling to understand the value it delivers....
Financial planning
‘Digital is critical’ for the next generation of financial advice, according to AMP chief executive for Australian wealth management Alex Wade. ...
Financial planning
Providing advice with respect to Self-Managed Superannuation Funds is complex and something deserving deeper analysis than the current review of the Tax Practitioners Boa...
Financial planning
Many of the financial advice businesses named by the Australian Financial Complaints Authority as having failed to pay complaint-related charges are already out of busine...
Financial planning
Australian Unity has posted a better advice revenue bottom line despite reducing its number of advisers and installing a new leadership team....
Financial planning
MLC Wealth has confirmed changes to its advice business as part of the firm’s separation from NAB Group. ...
Financial planning
Major accounting body, Chartered Accountants ANZ has argued for accountants to be given the right to give ‘incidental advice’ under a carve-out from the financial advice ...
People & Products
Financial planning firm Eureka Whittaker Macnaught has acquired Parramatta-based financial adviser Warren McHattan....
Life/Risk
Serious questions have been raised about whether the Government even understood the existence of hundreds of thousands of ‘risk-only’ superannuation fund members when it ...
Financial planning
Is there an advice/accounting convergence underway and is it something advisers want?...
Superannuation
Issues when seeking face-to-face financial advice is the number one unresolved problem most super fund members have when engaging with their funds, with funds’ advice off...
Superannuation
Self-managed superannuation fund members say they want more financial advice, with 315,000 reporting they had unmet advice needs this year, up from 275,000 last year, but...
Policy & Regulation
Taking a templated approach to financial advice has seen a financial adviser banned from providing financial services by the Australian Securities and Investments Commiss...
Financial planning
The Cancer Council runs a pro bono program supported by funding from the AMP Foundation, to help alleviate the burden caused by financial stress during a cancer diagnosis...
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MARKET INSIGHTS
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...