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Financial planning
The actions of external dispute resolution entities has served to impact both the cost and availability of professional indemnity insurance. ...
Superannuation
Self-managed superannuation firm Exelsuper has cemented its move into the planning space with the acquisition of Oxford Financial Services. ...
Financial planning
MLC’s Keiran McIlwain outlines why and how greater estate planning expertise is critical for today’s financial advisers. ...
Financial planning
The AFA calls members to fight 'scare-mongering’ around consumer protection by engaging federal MPs on FOFA....
Editorial
As the financial planning industry moves into 2014 it does so in the knowledge that the Abbott Government has delivered on its undertakings to address what it regarded as...
Life/Risk
With professional standards becoming more demanding and clients’ risk insurance expectations rising, it’s time for advisers to adopt a genuinely holistic approach that en...
Editorial
Nick Bishop presents the case for remaining invested in fixed income, but suggests that in order to benefit, investors will need to be far more selective in their bond al...
Financial planning
Mark Vilo explains how social media amplifies your chance to cut through and create a stimulating and sustainable relationship with your current and potential client base...
Editorial
While there are many loose ends associated with the Future of Financial Advice regime, Mike Taylor writes that the Government should avoid allowing its Financial Systems ...
Financial planning
Education program to offer continuing professional development and credits towards further qualifications. ...
Financial planning
The release of draft amendments to FOFA have been welcomed but representative bodies still to pick through the details...
Financial planning
Financial advisers may be missing out on lucrative business opportunities by failing to properly employ SEO....
Financial planning
The AFA wants the Financial Systems Review to encompass both PI and the external dispute resolution processes....
Financial planning
Discussions about the often frightening prospect of aged care should receive as much weight from advisers as retirement planning. ...
Financial planning
Government inquiry urged to consider cumulative effect of regulatory change, effectiveness of dispute resolution schemes and introduction of self-regulation....
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...