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FINANCIAL ADVISER
Financial planning
Despite financial planning being the most valued service offered by a super fund, only a small percentage of members use it....
Financial planning
New online advice platform offers full financial plans for as little as $199....
Superannuation
Generation Y are disengaged with their super and planning advice and rely on employers and families for investment advice. ...
Financial planning
Watering down financial advice laws could expose consumers and regulators to another Storm Financial-type crisis, ISA says. ...
Editorial
As we enter the post-global financial crisis era, investor confidence is returning and interest rates are staying at record lows. But has the lustre worn off term deposit...
Life/Risk
Younger generations are more likely to engage with their financial adviser and buy insurance, according to TAL’s new survey. ...
Superannuation
Self-managed superannuation firm Exelsuper has cemented its move into the planning space with the acquisition of Oxford Financial Services. ...
Financial planning
DomaCom to be placed on Lonsec platform...
Financial planning
MLC’s Keiran McIlwain outlines why and how greater estate planning expertise is critical for today’s financial advisers. ...
Funds management
Listed managed fund trading service to be operational in first half of this year....
Financial planning
Australians would rather listen to media commentators and experts than their own financial adviser, according to a Goldman Sachs survey....
Financial planning
Trio-linked adviser Ross Tarrant has appealed his seven-year ban from the industry, also criticising Labor MP Steve Jones for political point-scoring over the issue....
Superannuation
Colonial First State said it supports the three-day turn-around for superannuation member transfers. ...
Life/Risk
TAL executive warns consumers that having a secret money stash is no substitute for financial protection....
Editorial
Throughout 2013, ASIC executives repeatedly used AAA Financial Intelligence as an example of how not to run a financial planning dealer group....
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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...