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Financial planning
Almost half of financial advice firms are still holding back from using managed accounts in their practice, Netwealth uncovers, despite the efficiency benefits they can o...
Expert Analysis
Referral arrangements with other professional advisers, known as Centres of Influence, can help financial advisers to build client relationships, engagement and trust ove...
Financial planning
As Stephen Jones cites the new class of qualified advisers as a way to reduce legislative complexity in advice, the FAAA’s Sarah Abood says its members still have qualms ...
Financial planning
CFS has shared key strategies for advisers to use for their varying different demographics with a focus on building relationships rather than transactions....
Financial planning
Natixis Investment Managers has highlighted the top five questions that Australian financial advisers are hearing from their clients amid increasing economic uncertainty ...
Financial planning
AFCA has urged financial advice firms that when recommending a product to clients where it receives any benefits, advisers must go beyond merely disclosing conflicts of i...
Financial planning
Nearly half of financial advisers worldwide view the intergenerational wealth transfer as an existential threat, Natixis Investment Managers finds, as one-third say they ...
Financial planning
In the firm’s financial results for the three months to 30 September, the platform reported quarterly inflows of $139 million as adviser outflows lessened. ...
Financial planning
Having a trusted second-in-command to handle daily operations is critical for financial advice leaders who are seeking greater work/life balance, according to an advisory...
Financial planning
Over 300 finalists will compete for awards as ifa celebrates success at the ifa Excellence Awards, to be held on Thursday, 5 December....
Financial planning
With a quarter of AFSLs being held by single authorised representatives, is the rise of self-licensing and market fragmentation making it harder for ASIC to monitor the s...
Financial planning
A licensing head is hopeful that the DBFO legislation will make it easier for financial advisers to switch licensees, as extensive paperwork means they face a heavy burde...
Financial planning
More than half of the past 13 weeks of Q3 enjoyed a rise in financial adviser numbers, according to Wealth Data figures, an improvement on the same time a year ago....
Financial planning
After making a name for themselves on the footy field and the tennis court, these two ex-sportsmen reflect on their journey into financial advice and what they learnt alo...
Financial planning
The Financial Advice Association Australia has revealed a significant 94 per cent of advised clients trust their adviser to act in their best interests, marking an all-ti...
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MARKET INSIGHTS
Podcast
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...