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FINANCIAL ADVISERS
Financial planning
Financial planners must take into account generational differences when preparing advice for SMSF investors, according to a new report....
Financial planning
While the outlook for portfolio returns has gotten somewhat better, financial advisers continue to tread cautiously with their clients....
Financial planning
Russell Investments director for client investment strategies Scott Fletcher says emotional investing is leading to clients abandoning long-term strategies for wealth cre...
Financial planning
Financial advisers are overlooking the opportunity to grow their referral networks with social media, according to Zurich Financial Services' Marc Fabris....
Funds management
Financial planners lack an understanding of fixed income, which has been over-complicated by fixed income asset managers, according Philip Gardner, head of asset manageme...
Funds management
SFG Australia launches new managed discretionary account products into allied groups - Shadforth, Outlook and Western Pacific....
Financial planning
Iress Market Technology has gone live with its first deployment in the United Kingdom after launching its XPLAN advice platform with Sesame Bankhall Group....
Financial planning
A Melbourne-based financial adviser has hit a hurdle in his purchase of a large book of clients, with two of the fund managers involved in the purchase requesting confirm...
Financial planning
Independently-owned financial planning group Premium Wealth Management has entered into a strategic alliance with responsible investment solutions company The Emerald Clu...
Financial planning
ASIC has permanently banned Colin James Oberg from providing financial services after he withdrew over $1.55 million of client funds without permission....
People & Products
Leah Mallett has stepped into the role of head of advice programs for MLC business development....
Superannuation
SMSFs represent a significant growth opportunity for financial advisers, particularly for those who choose to specialise in the sector....
Editorial
Churn in the life/risk space remains a contentious issue, but as Col Fullagar explains, responsibility not only resides with advisers but also with the insurers and how t...
Financial planning
In the past six months, Macquarie Private Wealth has added 13 new financial advisers across six of its state offices as it continues to expand its national presence....
Financial planning
The Association of Financial Advisers has warned against going too far to address churn when it is not systemic, and only a few advisers are guilty....
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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...