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FINANCIAL PLANNING
Financial planning
With the aim of growing its financial planner and mortgage broker network, Australian Capital Home Loans has launched its independent financial planning arm, Australian C...
Financial planning
The long-anticipated rise in revenue coming from the self-managed super fund (SMSF) client base is not happening just yet for financial planners, according to new researc...
Financial planning
Shadow shops are comparable to taking a car off a production line and asking a panel how well it will drive, according to head of Lifeplan Funds Management Matt Walsh....
Financial planning
The expected life span of an individual is one of the great unknowns in retirement planning yet Australians continue to underestimate the significant effect of longevity ...
Policy & Regulation
ASIC is planning to release further information which would complement consultation papers regarding issues such as recommending products outside of an APL, fee disclosur...
People & Products
Professional Investment Services chief executive Peter Walther has outlined a plan to rid the group of the legacy compliance risk issues that dogged it under previous man...
Financial planning
Advisers are returning to the relationship model to deal with the changes evolving out of FOFA....
Financial planning
Financial advisers are well-placed to assist clients through the estate planning process, but the complexity of drafting a binding Will may require more technical and com...
Superannuation
Growth in the SMSF space means mortgage brokers have an opportunity to develop specialist knowledge in a complex area, according to Macquarie Adviser Services....
Financial planning
Mortgage brokers can potentially boost their business values to more than three times annual revenue if they diversify into services such as financial planning, according...
Financial planning
The AFA has launched a white paper called Pathways to Excellence, which analyses what clients want from advice businesses....
Editorial
AMP's third quarter cashflows announcement points to contribution made by wealth management and SMSFs....
Financial planning
Specialised financial advice practices will be a thing of the past due to their unsustainable business models, according to Seaview Consulting's Bob Neill....
Financial planning
While a number of companies rooted in mortgage broking have expanded into financial planning, it is an area of cultural, regulatory and legal challenges....
Financial planning
Proper preparation for retirement requires an early start to financial planning, a sense of 'self and purpose' beyond work, and an active mind and body, according to fina...
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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...