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FINANCIAL ADVISERS
Editorial
The popularity of term deposits is currently so high that other product providers need to fight for a little bit of airspace. But is it just a matter of time until term d...
Financial planning
Suncorp's Sarina Raffo says working mums represent a potentially large client segment for planners and outlines the areas where they need financial advice....
Tools & guides
Finametrica founder Paul Resnik argues that risk profiling tools are all very well, but it is a financial adviser's ability to use those tools that really matters....
Financial planning
A panel of experts including Stephen van Eyk will next month traverse the thorny issue of the signs advisers will need to recognise when looking to move clients back into...
Financial planning
The prolonged lull in investments markets, coupled with the pressure to comply with the new regulatory regime, is taking its toll on some planners' mental health....
Financial planning
Improvements to advice delivery solutions may assist financial advisers in running a smoother business, but it can also pull them away from their core proposition of prov...
Funds management
Australian financial advisers plan to increase client allocations to global, favouring managed funds over direct equities, according to a Zurich survey....
Editorial
A Money Management/Association of Financial Advisers forum dealing with the Financial Services Council’s framework on life/risk remuneration uncovered strong feelings and...
Financial planning
MLC chief executive Steve Tucker has outlined a 'direct-to-customer' plan, while assuring financial advisers they will still 'own' their clients....
Financial planning
Financial advisers are increasingly moving away from "one-dimensional" risk profiling to an objective-based plan, according to Challenger....
Financial planning
Financial advisers around the world are struggling to retain the traffic on their websites and need to understand why users leave, according to communications expert Clau...
Life/Risk
The three-year responsibility period proposed by the Financial Services Council for advisers to retain commissions on risk policies sold could negatively impact the value...
Financial planning
To understand the role of social media in financial planning, advisers should look at the fundamental drivers of success in their industry. Social media is not a new conc...
Superannuation
An information night for up-and-coming financial advisers at the University of New South Wales saw attendance that far exceeded expectations....
Financial planning
UMA platforms can help financial advisers dramatically improve their value propositions, according to the managing partner of a boutique private wealth management firm....
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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...