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FINANCIAL ADVISER
Financial planning
Australian financial planners and their clients have had to live with higher than normal levels of market volatility for much of the past three years as both a consequenc...
Financial planning
The tortuous progress of the FOFA reforms and ongoing industry consolidation has defined 2011 for the financial services sector, write Tim Stewart and Milana Pokrajac....
Editorial
The second tranche of the Government's Future of Financial Advice legislation has laid out the remuneration and best interests ground rules for financial planners but, as...
Financial planning
The number of students in Certified Financial Planner (CFP) aligned courses more than doubled in 2011 and the industry is now viewing graduate entrants more favourably, a...
Financial planning
Guardian Advice has unveiled an overhauled succession planning strategy that it says will make it easier for younger financial advisers to buy into practices and allow fo...
Policy & Regulation
The Financial Services Council (FSC) warns FOFA tranche may restrict the ability of financial services companies to provide scalable financial advice....
Editorial
Platforms are facing pressure from all sides, Milana Pokrajac writes. How will they deal with changing financial adviser demands, low investor sentiment and fast approach...
Editorial
Dissatisfaction with the performance of traditional managed funds and the resulting criticism may see the rise of multi-asset solutions, according to Dominic McCormick....
Financial planning
Amid a scramble from several major institutions to acquire extra scale in terms of distribution, retaining and acquiring key leadership personnel is also crucial to busin...
Financial planning
MLC has launched what it describes as its “new-look” client and financial adviser websites, AdviserOnline and MyClient....
Policy & Regulation
Major platform providers have called for parts of the Future of Financial Advice (FOFA) reforms to be delayed due to lingering uncertainty with respect to grandfathering ...
Financial planning
George Flack has continued to demonstrate his continued commitment to financial planning while William Johns is part of a new generation entering the profession....
Editorial
Are multi-asset funds the next big thing, deja vu - or perhaps a bit of both? Janine Mace reports....
Editorial
Australian investors seem certain to close out the year with their allocations set to conservative and with half an eye on a struggling Europe, but as Mike Taylor reports...
Financial planning
Young investors, those who have only used a financial adviser for a short time and those with minimal investments are the most dissatisfied when it comes to financial adv...
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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...