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FINANCIAL ADVISERS
Policy & Regulation
The absence of key independent Bob Katter emerges as a concern as the FOFA bills loom for debate....
Financial planning
Count Financial is delivering platform savings and other benefits in the wake of its acquisition by the Commonwealth Bank....
Policy & Regulation
Both the FPA and AFA have distilled their lobbying on FOFA to sets of key issues and vow to maintain the fight....
Financial planning
The Futuro Financial Services brand may survive under the ownership of AMP, despite the plan to have its financial planners licensed under Charter Financial Planning....
Superannuation
SMSFs were one of the target areas for the Stronger Super reforms and while SPAA was broadly happy with the proposed measures, it still has some concerns about implementa...
Financial planning
Macquarie Bank has enhanced its web-based services to assist SMSFs and other clients by providing online access to 10 years worth of clients' Macquarie Cash Management Ac...
Financial planning
For financial advisers, the need to be able to assess their clients’ risk is assuming far greater importance, according to Gabriel Carey....
Editorial
Mike Taylor writes that the failure of the industry’s critics to distinguish between the failure of product and the failure of advice is continuing to tarnish the reputat...
Financial planning
AMP has invested in Futuro Financial Services, taking an initial 10 per cent minority stake with a plan to take full ownership of the business in five years....
Policy & Regulation
Financial planning industry awaits announcements from Financial Services Minister, Bill Shorten, while lobbying around FOFA amendments intensifies....
Superannuation
More than a third of new SMSF members in 2011 were under the age of 45, presenting an opportunity for advisers, particularly in the area of scaled advice, according to th...
Financial planning
Social media such as Facebook, Twitter and LinkedIn are more about marketing the services of financial planners than about advice delivery....
Life/Risk
Different policy proposals are being suggested by the insurance industry to combat churn, but they have not been universally accepted. Who should be responsible for effor...
Editorial
Dominic McCormick explains why passive funds are not a low risk portfolio approach....
Life/Risk
The risk insurance industry has defied all odds and continued to experience strong growth amid economic uncertainty. However, that is not to say the sector has managed to...
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MARKET INSIGHTS
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...