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FINANCIAL ADVISERS
Financial planning
Professional codes of conduct that meet approval in terms of obviating the need for financial advisers to comply with opt-in will need to achieve the same outcomes as opt...
Financial planning
Insurance-based dealer group Ausure selects simpleWRAP as preferred platform for high net worths....
Financial planning
Securitor's Matt Englund urges financial planners to make FOFA irrelevant by having the correct systems in place....
Financial planning
Financial advisers need to view scaled advice as an ongoing opportunity rather than a threat to their business model, according to Provisio Technologies director Cameron ...
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....
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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...