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FINANCIAL PLANNERS
Financial planning
It has been almost one year since ANZ Financial Planning universally adopted fee-for-service, but despite the majority of its new clients choosing the payment method over...
Financial planning
Financial services research firm brandmanagement has recently performed a survey that revealed the wealthiest consumers in Australia are not being properly serviced by th...
Financial planning
Industry Fund Services chairman Garry Weaven has welcomed a new advertising campaign by the Financial Planning Association for inadvertently spruiking the case for indust...
Financial planning
Asgard Wealth Solutions has developed a new automated business support tool to help financial planners manage their practices more efficiently, which in turn will allow t...
Financial planning
According to the results of a recent study, the booming reverse mortgage market may represent lucrative opportunities for both financial planners and mortgage brokers....
Funds management
Australia’s ageing population is fuelling an upswing in the popularity of listed property funds, with 81 per cent of advisers having placed investments in the asset class...
Financial planning
MLC has moved to address the succession planning issue for its advisers by putting together a Succession and Acquisitions Services team dedicated to guiding planners thro...
Financial planning
The FPA has taken a blow after an authoritative Assirt/Wealth Insights report revealed most advisers believe it to be ineffective, disorganised and unprofessional....
Financial planning
The Financial Planning Association has released the results of its own research that shows its members feel it is not doing enough to promote the value of advice or the p...
Financial planning
The Financial Planning Association has called for changes to be made to the Financial Services Reform Act to ease the burden of compliance on financial planners and make ...
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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...