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FINANCIAL PLANNING
Financial planning
A third of all advisers expect more clients in the 75+ age cohort and are adapting their businesses to suit their needs. ...
Financial planning
Former Bridges founder, Don Sharp, has backed a new planning play via the publicly-listed Managed Accounts Holdings Limited....
Financial planning
Financial stability is only half the problem solved when it comes to retirement and lifestyle issues need to be taken into account by the super fund industry and financia...
Financial planning
The FSC has backed the need to restrict the use of the term ‘financial planner/adviser’ to those with the necessary education and competency to provide personal tier 1 ad...
Financial planning
The ANZ admitted its Prime Access advice failings before they were detected. ...
Financial planning
Investors are refocusing their attention on growth opportunities over income, according to a report, that also finds that managed funds are making a comeback....
Financial planning
The FPA is concerned that professional associations listed on ASIC’s Financial Advisers Register may not be relevant to advice and confuse consumers....
Life/Risk
Former FPA chairman, Matthew Rowe says the insurers know the identity of the churners and it should be left to the market to decide remuneration....
Life/Risk
The AFA has claimed the Trowbridge terms of reference to deliver a unified solution were not delivered....
Life/Risk
A survey has revealed the depth of feeling around the final Trowbridge recommendations and the need to lift the Initial Adviser Payment....
Financial planning
ISA claims major banks are irreconcilably conflicted and act against consumers with latest no-advice charges the smoking gun for their poor behaviour....
Life/Risk
New research points to unsustainability of disability insurance market in Australia....
Life/Risk
Life insurance sector has weeks, not months to deal with Trowbridge, according to Assistant Treasurer, Josh Frydenberg....
Life/Risk
Tell us what you think about the Trowbridge Report by completing the following short survey....
Life/Risk
Copies of the FSC’s Trowbridge submission are being circulated by advisers as they continue to worry about the final recommendations....
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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...