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FINANCIAL ADVISERS
Expert Analysis
Focusing on behaviour and psychology can help adviser to strengthen their client relationships and offer a unique service proposition, writes Jane Monica Jones....
Financial planning
ASIC has commenced “urgent proceedings” in the Federal Court of a former Sydney financial adviser amid an investigation regarding fees charged to client super funds. ...
Funds management
Magellan chief executive, David George, has sent a message to advisers that they are a key client base for the firm while discussing how M&A could help to reach its $100 ...
Financial planning
The statistical agency has officially recognised the financial advice profession by using the occupational terms 'financial adviser/financial planner' as a result of the ...
Financial planning
With the advice industry experiencing a loss of advisers, holding a solid client book is no longer a requirement as many firms may already have existing clients but lack ...
Financial planning
As financial advice firms grapple with adviser retention and larger workloads, this coaching firm founder believes leadership programs are integral to support up-and-comi...
Financial planning
Reflecting on GFM Wealth Advisory’s gold anniversary this year, managing partner Paul Nicol shares his insights on what it takes to be a trusted business serving clients ...
Financial planning
A Brisbane financial adviser has been banned by ASIC after recommending his clients roll their superannuation into SMSFs and borrow to invest in residential property. ...
Financial planning
In questioning whether financial advice is “too complex” for the average Australian, Sarah Abood has reiterated the importance of digital tools to address accessibility c...
Financial planning
With Australians warming up to the idea of advice since the QOA Review, firms are already seeing ‘overwhelming’ client volumes and need to be prepared to meet that demand...
Financial planning
The investment research portal has been appointed the mandated research provider and would commence a bespoke onboarding program for advisers across the InterPrac dealer ...
Financial planning
Wealth Data’s key adviser movements reported no net change of advisers in the week up to 16 March. ...
Financial planning
A survey of Australian wealth managers has revealed fears around clients making compensation claims after failing to understand their risk suitability, with firms expecti...
Financial planning
ASIC has permanently banned a Sydney-based adviser for changing the result of his financial adviser exam and sending the altered certificate to his licensee....
People & Products
The wealth management group has hired two new advisers, Steven Marino and Dylan Viney, to its expanding private wealth business. ...
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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...