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Financial planning
As more and more financial advisers turn to technology to enhance their business operations, a new mobile communication platform is helping to improve dealer group busine...
Financial planning
Using popular social media channels such as Facebook, LinkedIn, Twitter and YouTube can help financial advisers win new SMSF business, according to SMSF Academy managing ...
Financial planning
Using popular social media channels such as Facebook, LinkedIn, Twitter and YouTube can help financial advisers win new SMSF business, according to SMSF Academy managing ...
Policy & Regulation
FOFA bills still risk making financial advice more inaccessible, says Financial Services Council's John Brogden....
Financial planning
SMSF trustees find it "very challenging" to find good professional advice, and nearly half of them believe financial planners are out to sell products to benefit themselv...
Policy & Regulation
Financial Services Council chief executive John Brogden has predicted a 12-month phase in period for the proposed FOFA reforms....
Funds management
The Bank of Melbourne is offering a wealth management review to its general banking clients...
Policy & Regulation
The finance industry has found itself in a similar situation to the financial planning industry around the Government's handling of new legislation....
Editorial
Although the process involving the upcoming FOFA reforms commenced a few years ago, the reforms package still looks like an unsolved jigsaw puzzle, writes Pam Roberts....
Financial planning
OneVue has announced that retail superannuation fund OneStepSUPER has been added to its unified managed account platform for financial advisers....
Financial planning
MLC claims it is trying to improve strategic leadership skills among its financial adviser base by organising a study trip to the United States. ...
Editorial
An almost inevitable consequence of the Commonwealth Bank's acquisition of Count Financial is that some of Count's financial planners have signalled they feel uncomfortab...
Financial planning
OneVue has announced that retail superannuation fund OneStepSUPER has been added to its unified managed account platform for financial advisers....
Financial planning
ipac securities-owned financial planning practice TFS Financial Planning, which has operated in Cairns since 1992, has acquired practices in Atherton and Townsville in no...
Financial planning
ASIC has introduced changes to the naming of retail debt products amid concerns that the term 'secured' has misinformed investors about the safety of these products....
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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...