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FINANCIAL ADVISERS
Editorial
The growing acceptance of the new electronic currency, Bitcoin, is threatening to disrupt and change the global financial system. Mark Thomas explains why investors and a...
Financial planning
Risk tolerance specialist warns planners to take account of different risk tolerances when dealing with couples. ...
Financial planning
Measures in the Abbott Government’s inaugural budget have divided financial planning groups, prompting both praise and condemnation. ...
Life/Risk
In this third of a three-part series on insurance claims, Col Fullagar rounds out the concept of claims management best practice by reviewing the role of analysis, resear...
Financial planning
Investor satisfaction with financial advisers hits a seven-year high, with planners rated highly on trust, technical ability and performance. ...
Financial planning
TASA and FOFA focus of planners’ attention....
Editorial
With post-retirement planning emerging as a major issue in 2014, Andrew Gale argues that there needs to be less focus on products and more focus on advice-based solutions...
Financial planning
Provisio Technologies has announced the introduction of a range of new tools designed to increase engagement between financial advisers and clients. ...
Editorial
Socially responsible investing is more complex than simply distinguishing ‘good’ companies from ‘bad’ companies, writes Bruce Smith. ...
Policy & Regulation
FOFA should be given time to settle before further changes, according to Minter Ellison....
Financial planning
AMP Capital has launched an online resource centre to help financial advisers engage their clients in more meaningful investment conversations and facilitate the adviser’...
Life/Risk
Skyrocketing life insurance claims have been grabbing headlines for some time now, but the impact on advisers – and the input of lawyers – has largely gone unreported, Cr...
Financial planning
For advisers planning a change of scenery this year, it’s worth plotting out a roadmap to determine whether aligned or non-aligned groups would best suit their goals, wri...
Financial planning
FOS states failure of members to pay determinations is structural issue as millions remain to be paid to consumers....
Financial planning
Financial planning firms and dealer groups would be levied by ASIC according to the number of authorised and employee representatives they have on their books....
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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...