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FINANCIAL ADVISERS
Superannuation
Smaller licensees may hold the solution for financial advisers seeking more value-for-money when it comes to dealer group fees, according to Pinnacle Practice director An...
Financial planning
The Australian Securities and Investments Commission has banned an authorised representative of WealthSure from providing financial services for five years....
Life/Risk
ClearView has posted positive results for the 2011/2012 financial year after extending its reach into the life insurance and wealth management markets....
Financial planning
Promoting the value of advice and improving consumer confidence are some of the main goals of this year's Financial Planning Week, according to FPA chief Mark Rantall....
Financial planning
Despite calls for financial advisers to be more aligned with other related services providers such as mortgage brokers and accountants, referral relationships will not be...
Financial planning
Financial advisers are way ahead of banks and credit card providers in terms of creating close professional relationships, according to a new study released by the Financ...
Financial planning
CommCentral has launched new software which manages different adviser remuneration models combined with inbuilt FOFA rules....
Editorial
Using questionnaires to determine an investment strategy is often frowned upon by both local and international regulators. As Paul Resnik explains, financial advisers wil...
Financial planning
Succession planning is the number one concern for financial advisers in ANZ's non-bank channels, according to ANZ general manager, advice and distribution Paul Barrett....
Financial planning
By utilising social media, financial advisers can build a more efficient business and provide better outcomes for their clients, according to technology provider Iress. ...
Financial planning
Advisers are split about the future direction of Europe due to seemingly contradictory economic indicators, says Macquarie Private Wealth head of research Riccardo Brigan...
Financial planning
The Legg Mason Australian Real Income Fund has been added to the BT Wrap platform....
Life/Risk
Synchron has slammed the FSC's new life insurance churn policy as "disgraceful"....
Financial planning
Both the AFA and FPA have questioned the three-year clawback period outlined in the FSC's new life insurance sales policy. ...
Life/Risk
Financial Services Council chief executive John Brogden has announced a new life insurance sales policy revolving around the clawback of commissions if a policy lapses in...
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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...