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FINANCIAL ADVISERS
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....
Editorial
With every investment management firm claiming it is different from its competitors, Allan Gray asks what it means to be contrarian....
Financial planning
The financial services industry seems to be slightly oversupplied by financial advisers, brokers and dealers, according to the Clarius Skills Index....
Financial planning
Risk product features have become one of the top drivers of satisfaction among independent financial advisers, according to the 2012 Macquarie Life Satisfaction Survey....
Life/Risk
Regardless of the final shape of the FSC's proposed risk insurance framework, significant change is inevitable for the businesses of risk advisers, according to Guardian ...
Top 100
OnePath has remained at the top of the insurance game over the past 12 months and has again been named Money Management/Dexx&r's Risk Company of the Year....
Tools & guides
Col Fullagar explains why the resources a financial planner spends on networking may be better served on a well-planned joint venture....
Life/Risk
Financial Services Council chief executive John Brogden has defended the FSC's position with regards to a controversial insurance commission policy, but apologised if it ...
Financial planning
A former WealthSure financial adviser has appeared in court facing 22 fraud charges brought by the Australian Securities and Investments Commission....
Superannuation
Where an SMSF has bought property, the break-up of assets may be problematic during a divorce, explains Michael Hallinan....
Superannuation
Financial advisers should encourage the children of SMSF trustees to join the SMSF as members to lower their administration costs and as a way of engaging the younger gen...
Financial planning
The Australian Securities and Investments Commission (ASIC) has alleged in court that a South Australian adviser misappropriated $3.1 million in client funds....
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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...