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FINANCIAL ADVICE
Financial planning
Technology can increase financial literacy among Australians but online advice solutions cannot replace the an adviser with emotional intelligence, Deborah Kent said....
Financial planning
Younger Australians are more open to getting advice than any other age group and they want to receive it online, a report reveals. ...
Funds management
Fund manager, BT makes it easier for clients and their advisers to set up self-managed superannuation funds. ...
Superannuation
Incorrect advice from a superannuation fund saw a woman renounce her Australian citizenship in an effort to get early access to her super....
Financial planning
Robo-advice offerings today do not offer any genuine interaction and more work is needed to help create a seamless interface with clients....
Financial planning
Mercer’s Western Sydney clients will now have access to on-the-ground financial advisers as they expand their team to Parramatta....
Financial planning
Peer-to-peer investment start-up SelfWealth is preparing to launch two products at the end of this month aimed at addressing “the frustrations” that consumers face in fin...
Financial planning
Former Wizard Home Loans founder, Paul Ryan, has launched a fintech start-up for financial advice....
Features
Australian equities have been given a bad rap since the decline in the mining and resources sector, but is there still value there? Jassmyn Goh finds out if it really is ...
Features
It’s time to stop criticising the industry and use that energy more productively by moving to a tech-enabled, consistent, and client-engaged process that allows client-ce...
Financial planning
Infocus Wealth Management has announced they are launching a direct-to-consumer advice solution which will integrate both Morningstar data and investment management servi...
Financial planning
Acquiring customers for robo-advice is a difficult task while making them pay for that service is almost impossible, according to a Melbourne Business School academic....
Financial planning
Under its licence, Fitzpatricks Private Wealth has aligned with Brisbane-based Highland Financial as it seeks culturally aligned, fee-based advisory businesses....
Features
John O’Connell looks at how advisers and robo advice could go hand-in-hand, with the adviser looking after planning while the robo advice takes care of day-to-day executi...
Tools & guides
Raising the question of philanthropy when creating or reviewing a financial plan helps advisers build trust with their clients, and assists in the regulator-mandated 'kno...
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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...