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FINANCIAL ADVICE
Financial planning
Advised investors are more confident, and hold more robust portfolios than the do-it-yourself, non-advised cohort, according to new research by Legg Mason....
Financial planning
New research has suggested that when it comes to keeping clients happy, adviser soft skills are every bit as important as possession of a university degree for financial ...
Superannuation
A new survey has revealed strong support for removing bank-provided “general” advice from the superannuation equation....
Financial planning
Established and well-respected advice firms have little to fear from the Royal Commission, according to a new white paper from ClearView....
Financial planning
Almost all Australians balancing family responsibilities and financial wellbeing believe they’re better off because of financial advice, according to a new Perpetual stud...
Financial planning
The chairman of National Australia Bank, Ken Henry has told the Royal Commission he wishes the board had acted more promptly in dealing with a customer remediation proces...
Financial planning
NAB chief executive, Andrew Thorburn, has defended some fees for no service charged by the bank as a “process issue” rather than dishonesty, as he came under fire at the ...
Policy & Regulation
Authorised advisers need to make sure they’re on ASIC’s Financial Advisers Register by the end of the year, before new professional standards take effect, or risk being t...
Superannuation
New analysis from Rice Warner has suggested that the removal of volume-based adviser fees would challenge superannuation just as much as it would challenge planning firms...
Financial planning
Clime Investment Management has launched further into the planning space with Clime Private Wealth aimed squarely at high net worths....
Financial planning
Westpac chief executive, Brian Hartzer has acknowledged that the big banking group is ‘thinking through’ the future of its advice business....
Financial planning
The Institute of Managed Accounts Professionals has told the Royal Commission that managed accounts should be regarded as a form of advice rather than as a product....
Awards
In the fifteenth year of the Money Management/DEXX&R Adviser Choice Risk Awards, MLC Life has maintained its top place on the podium as the Risk Company of the Year for 2...
Expert Analysis
Antoinette Mullins draws on her personal experience and explains how to navigate your client’s money values to ensure they get the best outcomes. ...
Expert Analysis
Margo Lydon says financial advisers should consider clients’ mental and emotional wellbeing if they want to build high-trust relationships....
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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...