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Financial planning
Advisers will have to disclose a number of specific facts when providing SMSF advice, such as lack of compensation arrangements and costs associated with running a self-m...
Financial planning
With obtaining and maintaining professional indemnity insurance cover one of the key challenges confronting planners, Money Management and Lawyers Weekly have combined to...
Financial planning
A new ASIC survey reveals investors and consumers are largely sceptical when it comes to the integrity of financial advisers, while some of the other industry gatekeepers...
Superannuation
A new analysis suggests recent legislative change will increase the scope for financial planners to work with accountants in the SMSF advice space. ...
Financial planning
The FPA’s Ask an Expert initiative received more than 90 requests this year, which points to a stronger-than-ever need for financial advice, the association says....
Financial planning
Investor worries about financial markets are under control while market return expectations have jumped, writes Recep Peker....
Financial planning
Platforms, financial advisers and clients alike are about to be swept along by the impact of technological innovation on platforms, as Kelly Power explains. ...
Financial planning
Independent research into some of the issues confronting advisers who take the plunge “off-platform” also identifies occasions when it makes sense to move, writes Linda E...
Financial planning
A soundly-based adviser/client relationship offering real value will ultimately withstand clients’ disappointment with negative fluctuations on the share market, writes R...
Financial planning
Australia’s growing “class action mentality” and the emergence of litigation funders have created fertile ground for claims against participants in the financial services...
Financial planning
The major planning organisations expect the newly-elected Coalition Government to deliver on the promised changes to FOFA....
Financial planning
The Fold Legal launches three new online learning modules in its Financial Advice Series....
Life/Risk
Australian consumers are more engaged with life insurance than ever before, which could be the cause of increased lapse rates, according to chief executive officer of TAL...
Superannuation
ASIC will examine the underlying costs of operating a SMSF in next steps of its SMSF taskforce. ...
Life/Risk
Most people believe private health insurance will be sufficient if their child suffers an illness, which is why it is important for advisers to educate clients about the ...
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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...