South Australian paraplanner Martin Letch has taken out this year’s Paraplanner of the Year Awards for his desire to make a difference in people’s lives using paraplannin...
Mastering business succession risk...
Even if the balance sheet says it’s not necessary, financial advisers should explore protection options with their high-income earning clients – just as they do when sett...
The provision of sound advice has always been based more on ‘how’ rather than ‘how much’; in other words, how did the adviser arrive at a benefit amount recommendation? W...
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...
So we are now underwriting criminal scams?...