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FINANCIAL ADVISERS
Life/Risk
We are all guilty of ticking a box saying we have read the offer terms and conditions when in fact we have not. Col Fullagar lists the contents of some of the more common...
Financial planning
The best interests duty appears to have regulatory deficiencies which could be described as the elephants in the room, according to David O’Reilly....
Financial planning
Money Management Platforms and Wraps seminar hears FOFA will not unduly undermine the smaller independents....
Financial planning
Advisers should assess the impacts of factors such as changing remuneration models away from commissions when considering an upfront cash payment to switch licensees....
Editorial
With ASIC's Peter Kell pointing to a level of life insurance policy churning to warrant regulatory concern, it is time for a clear definition of 'churn'....
Financial planning
There are terms hidden in the upcoming Future of Financial Advice (FOFA) legislation that every financial planner must be familiar with. ...
Life/Risk
The Financial Services Council (FSC) is understood to be close to reaching a compromise on its so-called Life Insurance framework which, if agreed, would give advisers a ...
Editorial
Australian financial advisers haven’t exactly embraced ETFs, despite the sector growing in popularity each year. Janine Mace finds adviser education is vital....
People & Products
Richard Klipin has been appointed new chief executive officer of ANZ-owned millenium3....
Funds management
The Australian Securities and Investments Commission (ASIC) has released an updated investor guide on unlisted property schemes, urging investors to seek financial advice...
Financial planning
AFA chief executive Richard Klipin to depart to take up role with ANZ Wealth....
Life/Risk
Buying a property presents an ideal time for clients to consider their insurance and estate planning needs, according to Smartline's Joe Sirianni....
Funds management
BT Financial Group has launched a new product aimed at risk-averse clients that guarantees a 'minimum outcome' at the end of an agreed term....
Financial planning
Synchron director Don Trapnell has called the FSC's proposed adviser remuneration model anti-competitive....
Editorial
Select Asset Management’s Dominic McCormick says it’s time investors reduced their reliance on simplistic risk categories in asset allocation....
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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...