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Financial planning
Financial advisers are often frustrated with lack of return on investment on their social media effort, according to head of i-Impact Group Claudio Pannunzio....
Financial planning
Social media has been heralded as the next big thing for some time now, but to make it work in their industry planners need to approach the medium differently, writes And...
Editorial
As the shadow of the Global Financial Crisis finally passes, the popular ‘safety in cash’ philosophy seems to have departed too. But with an ageing population and the mem...
Editorial
This may become the Asian century but the wealth management sectors of each Asian country behave differently and have varying products, processes and problems that requir...
Financial planning
AltaVista launches upgraded version of Portfolio Builder aimed at allowing financial advisers to blend their own ETF portfolios....
Funds management
The perception that hedge funds are too risky to add value to the retail space is ill-founded, according to a fund manager. ...
Financial planning
Financial advice has remained the major issue in almost all areas of investment-related complaints filed with the Financial Ombudsman Service. ...
Superannuation
Corporate super specialists have been the most negatively affected by the Future of Financial Advice (FOFA) reforms due largely to a misunderstanding about the services t...
Financial planning
AFA claims FOS ground rules provide inherent imbalance against advisers....
Superannuation
In an effort to better inform trustees as well as its adviser clients, Wealthtrac has launched a mobile app that is designed to deliver news and information to anyone int...
Superannuation
While the SMSF advice space may have changed with the introduction of limited licensing, it is the concept of an SMSF profession that remains paramount, according to Andr...
Financial planning
Dealer group heads deny playing a numbers game and admit to turning away some planners....
Financial planning
The financial services regulator will observe a number of selected licensees in their FOFA implementation over the next few months with the goal of identifying areas wher...
Financial planning
ASIC warns of best interest duty breaches where dealer groups take a ‘cookie-cutter’ approach....
Editorial
Financial advisers should beware dealer groups that promise them the world during the courtship phase but fail to deliver once the marriage contract is signed, writes Ann...
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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...