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FINANCIAL ADVISERS
Financial planning
Direct sales of financial products and the use of social media for business purposes have grown to become bigger factors than FOFA for financial advisory practices, accor...
Funds management
Wealth Enhancers chief executive Finn Kelly was a finalist in the Money Management Young Achiever of the Year category last year and has gone one step better in 2012....
Editorial
NAB pushes through to $2.052 billion half-year profit despite UK exposures and battling wealth management markets....
Financial planning
IOOF has released a new product which it says is aimed at financial advisers with clients who are looking for a wealth accumulation strategy outside of superannuation....
Financial planning
BlackRock Australia has launched two new funds targeted at financial advisers and begun marketing them via a national roadshow....
Financial planning
The amount Australians are prepared to pay for financial advice has slipped over the past year, with the gap between expected and actual cost of advice widening....
Financial planning
Financial planners have welcomed St John report recommendations suggesting product issuers accept greater responsibility. ...
Financial planning
As the Financial Planning Association's 'Beyond the Shadow Shopper' workshops made their way to Sydney this week, the discussion turned to the need for proper record-keep...
Funds management
Two of BlackRock's Aussie equity funds are now available to advisers, the company has announced....
Policy & Regulation
A desire among financial advisers to be seen by their clients as having ultimate control over their portfolios is accelerating a drive towards core and satellite strategy...
Superannuation
David Barrett briefly addresses two major challenges that loom for financial advisers: providing the strategic advice associated with a potential recommendation for a sup...
Financial planning
RI Advice Group has rejigged its financial adviser agreements, adopting a 'practise what you preach' mentality when it comes to fee for service....
Financial planning
A recent newspaper advertisement that equates financial planning with the sale of financial products misunderstands the role of advisers, says AFA chief executive Richard...
Financial planning
ANZ's Paul Barrett says educating consumers is the key to growing adviser credibility....
Tools & guides
How is the ‘bring forward rule’ triggered, and what happens when the $450,000 cap is only partially used at or around the time a client turns 65? Colonial First State's t...
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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...