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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...
Superannuation
One of the headline announcements in the 2012-13 Federal Budget affecting SMSFs was regarding contribution caps. Dan Butler and Nathan Papson explore this announcement, a...
Editorial
Mike Taylor writes that the Government’s FOFA process has finally produced a genuinely positive outcome in the St John report’s clear analysis of the need for financial p...
Financial planning
ANZ Wealth has rationalised its research contracts, with Mercer now the major provider of investment research and consulting services for its Australian Wealth and Privat...
Tools & guides
MLC's Gemma Dale outlines the issues financial advisers need to consider before and after 30 June to help clients maximise opportunities and avoid costly mistakes....
Financial planning
Adherence to the FPA's code of conduct should not be difficult and would prevent any financial adviser being penalised by FOS, the Ombudsman has confirmed....
Financial planning
The Australian Institute of Superannuation Trustees has told the Treasury it wants the rules around the provision of intrafund advice with respect to MySuper products ali...
Tools & guides
General awareness among financial planners about issues associated with aged care is one thing, but having a strong knowledge in this area is another, writes IOOF’s Marti...
Editorial
As ASIC moves to translate the FOFA Acts into a new regulatory environment, there appears every chance that opt-in obligations may need to become an integral part of indu...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...