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FINANCIAL ADVISERS
Financial planning
Shadforth Financial Group is in talks with platform providers and fund managers to offer low-cost enhanced asset class (EAC) investment options to low-value clients....
Tools & guides
The option of using a record of advice has been available to financial advisers for a number of years. Samantha Hills clears confusion as to why planners would use one, w...
Editorial
In the current investment climate, alternative investments can provide valuable diversification. So why are investors still not jumping on the bandwagon? Freya Purnell re...
Financial planning
The rise of the younger, more affluent woman may present a golden opportunity for financial advisers looking to diversify their current client base....
Financial planning
Over the past six months, Australian Unity Personal Financial Services has added 26 financial advisers to its business....
Financial planning
Financial advisers must better communicate the message of Australia's strong financials and get back to the business of providing quality education and understanding to c...
Financial planning
AIA Australia launches product changes which help financial planners deliver insurance within superannuation....
Financial planning
The administration cost of opt-in is likely to be negligible, according to Gold Seal director Claire Wivell Plater....
Financial planning
When selling a financial planning practice, the handover period is crucial and it is advantageous for the vendor to remain in the business for a period of 12 months or mo...
Financial planning
Financial advisers need to stop clients churning assets quickly if they want to build their wealth, according to US Vanguard senior investment analyst Don Bennyhoff....
Financial planning
AMP has signaled it will be pushing further into providing financial advice to the post-retirement sector....
Financial planning
The lowering of concessional contributions caps and decrease in the official cash rate have added to the appeal of protected loans as an end of financial year strategy, a...
Financial planning
A former senior financial adviser has been convicted and sentenced by the Sydney District Court after ASIC found that he used client funds to fuel a gambling addiction....
Editorial
Until the final wording of the Future of Financial Advice legislation is released, it is impossible to assess what the opt-in agreements have actually achieved for financ...
Superannuation
Clients will be able to purchase AIA's income protection product range entirely through their superannuation following a number of product upgrades announced by the insur...
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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...