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FINANCIAL PLANNING
Financial planning
Financial advisers are still not addressing longevity risk and having conversations with clients about what they will do if they live too long, according to one speaker a...
Financial planning
The attributes that companies are seeking in financial planners are drastically changing, with sales no longer a must-have skill, writes Milana Pokrajac. ...
Policy & Regulation
Tasmanian Liberal Senator, David Bushby has explained the high cost for planners in complying with an unamended FOFA regime....
Financial planning
The margin lending industry looks set to rebound, with two thirds of brokers looking to increase their activity in the next 12 months, research shows....
Financial planning
ASIC will seek to ban management figures in financial planning firms that are involved in advice failures....
Accounting
The ICAA has defended the ATO’s SMSF jurisdiction while suggesting consumers need to take more responsibility for their advice outcomes....
Financial planning
New research confirms superannuation has been the driver for financial services growth and that financial planners still suffer from negative perceptions....
Policy & Regulation
ISA chief executive David Whiteley calls for Government’s pause to be used to develop constructive consensus on FOFA....
Financial planning
Milana Pokrajac explores the pluses and minuses of vertically integrated dealer groups and the concept of a so-called ‘benign institution’....
Financial planning
Milana Pokrajac examines the advantages and disadvantages of vertically integrated advice compared to self-licensing and non-aligned advice....
Financial planning
With the surge of online technologies reducing face-to-face time at a rapid pace, financial planners must make sure the push towards efficiency doesn’t come at the cost o...
Financial planning
While education has long been the yardstick by which advisers are measured, the bar has been raised and standards have become more widespread than ever before. As Jason S...
Financial planning
As the June 30 deadline for the aged care reform package quickly approaches, Anna Lawton looks at how the changes will affect planners and their clients. ...
People & Products
A new recruitment search is underway as a result of Michael Carter resigning his position as Bridges CEO....
Financial planning
A new planning association has been launched, promising to help advisers deliver real return strategies against the backdrop of increasing regulation. ...
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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...