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JASON ANDRIESSEN
Financial planning
While statements of advice are a legal requirement, it creates learned helplessness and does not empower retiree clients and advisers need to help them understand how muc...
Financial planning
Financial advisers need to incorporate drivers of satisfaction into the advice process and portfolio construction decisions, according to a study....
Financial planning
Pre-retirees are the least happy retirement cohort because of the financial stress of approaching retirement but those with an adviser report higher life satisfaction, ac...
Financial planning
It is the cost of advice rather than trust that is stopping Australians from seeking financial advice, a report has found....
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...