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FINANCIAL ADVISERS
Superannuation
SMSFs need to carefully consider the estate planning ramifications before commencing a pension or their beneficiaries might face serious tax consequences, explains Nichol...
Financial planning
The importance of LinkedIn as a lead-generation tool has been highlighted in a recent survey of American financial advisers....
Life/Risk
Col Fullagar suggests that the need for an underlying logic in any risk insurance recommendation, including TPD, is an important component of safe advice....
Life/Risk
Direct life insurance will account for 40 per cent of all new insurance business by 2021, according to Plan For Life data....
Editorial
Mike Taylor writes that the existence of large payments and the perception that a sales culture continues to exist in the financial planning space represents a dangerous ...
Financial planning
Women need financial advice, and the financial planning industry needs more women, writes AMP Horizons Academy's Tim Steele....
Funds management
With less money going around, boutique fund managers are facing a dangerous period and those with unsustainable business structures are set to be driven out of the market...
Financial planning
By convincing younger financial advisers that 'sales' is not a dirty word, Synchron has reduced the average age of its representatives by 10 years since 2006, according t...
Financial planning
ASIC has formed an agreement with New Zealand's FMA which will allow advisers trained in Australia to have their qualifications recognised in New Zealand and vice versa....
Financial planning
Count Financial has joined with BT Wrap today to announce the two companies have renewed their distribution agreement....
Financial planning
Avenue Capital Management's 30 financial advisers across 15 practices will become authorised representatives of IOOF's Lonsdale Financial Group, IOOF has announced....
People & Products
Australian Financial Services has appointed Danielle Nugent as regional manager for Victoria and Tasmania....
Financial planning
Count Financial added 24 authorised representatives and nine financial planning practices to its network in June....
Financial planning
ASIC will soon hold discussions with the financial planning industry about the potential for setting up a self-regulatory organisation which would develop and administer ...
Financial planning
Zenith has entered into an agreement to provide managed funds research to Brisbane-based FTS Personal Financial Advice, a former client of S&P Funds Services....
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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...