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FINANCIAL PLANNING
Accounting
Count Financial points to utility of fee-for-service for accountants entering financial planning space....
Superannuation
Those taking super lump sums have been getting a bum rap with many using the money to purchase a virtual income stream rather than a caravan....
Financial planning
Financial advisers could combine robo-advice into their firm’s marketing process through principles of compliance and contemporariness....
Financial planning
A Queensland Government submission has pointed to more women than men choosing to access financial advice provided by super funds....
Financial planning
ASIC has banned former ‘adviser’, Tony Davidof, from providing financial services for three years....
Financial planning
Specialist research house Dexx&r has pointed to discontinuance rates in life/risk actually moving through cycles, with the most recent cycle peaking in about September, 2...
Financial planning
Aged care clients value guidance over product recommendations as they head into cash-flow negative territory for the first time in their lives. ...
Financial planning
A forensic investigation has identified 17 more CBA planners requiring investigation and possible client compensation....
Financial planning
Risk advisers are specialists and require their own professional standards stream, says Synchron’s Don Trapnell....
Financial planning
ClearView Wealth has denied reports that it is exploring sales alternatives saying no proposal has been received....
Superannuation
UniSuper has invested in an upgrade of its advice-focused member centres across the country to provide members with a venue to meet....
Financial planning
Over one in three Australians will delay plans to have children because of the costs of raising a family, according to new findings by Mortgage Choice....
Financial planning
Adelaide-based Goldsborough Financial Services has returned to 100 per cent partner control with the exit of a 49 per cent private equity stakeholder....
Financial planning
ASIC issues draft guidance which would require licensees to ensure access is available to client records even if advisers no longer work for them....
Financial planning
Australia’s financial advisers are pioneers of reform, plotting the path to professionalism for other sectors to follow, a financial services broker believes...
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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...