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FINANCIAL ADVISERS
Financial planning
All financial advice is scaled to some extent, and 'there isn't some form of separation between holistic and scaled', according to ASIC senior executive leader Ged Fitzpa...
Financial planning
A new survey has revealed Asia/Pacific wealth managers are more optimistic about the outlook for 2012 and a soft landing in China....
Financial planning
Despite the largest institutions holding almost half the market share, the financial planning industry remains highly competitive, according to a report published by IBIS...
Life/Risk
With life insurance being placed in the ‘too-hard’ basket for many Australians, the industry has developed simple and convenient methods to take out cover. However, as Ti...
Policy & Regulation
The Future of Financial Advice reforms may have passed through the House of Representatives but there is plenty of unknown detail causing concern to the major association...
Financial planning
Financial advisers seeking more independence in providing a broader range of products and services need to take a pragmatic approach when making the decision to switch li...
Editorial
In the lead up to the Federal Budget it remains to be seen whether the Minister for Financial Services, Bill Shorten, will deliver on legislating the restricted use of th...
Financial planning
Private advisory firm Lachlan Partners has selected HUB24 as its preferred platform provider....
People & Products
AIA has boosted its retail team from 38 to 52, partly in response to an increased focus on advisers and dealerships....
Policy & Regulation
The best way to get more Australians receiving financial advice in the near future is the introduction of scaled advice, according to the Financial Services Council chief...
People & Products
In an effort to boost its consultancy services for trustees, financial advisers and accountants, Multiport has appointed Marjon Muizer as a technical services consultant....
Policy & Regulation
The Association of Financial Advisers says exposing the degree to which the Industry Super Network was driving the Future of Financial Advice changes represented one of t...
Financial planning
Stephen Bartholomew proposes financial advisers take the Future of Financial Advice reforms into their own hands....
Editorial
Despite its relatively small size, solid growth in recent years has made the exchange-traded fund (ETF) space the envy of managed funds and some of the other sectors. Fre...
Editorial
Financial planners should take heart that the Industry Super Network appears to have changed the 'messaging' contained in its television advertising....
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MARKET INSIGHTS
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...