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FINANCIAL ADVISERS
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...
Life/Risk
Some boutiques are not providing professional indemnity cover to new advisers according to Townsend Business and Corporate Lawyers....
Editorial
Mike Taylor writes that the reputational damage often suffered by the financial planning industry might be substantially reduced if regulators and the media were a little...
Financial planning
Most direct investors want advice but they are unclear on adviser's value propositions, CoreData has found....
Superannuation
New report advocates tailoring SMSF advice to generational needs....
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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...