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Financial planning
One in three Australians say money is a source of conflict in their relationships, according to NAB, highlighting the possible benefits of money management....
Financial planning
Financial advisers worried about the incoming education reforms could restructure their business to become money coaches. ...
Financial planning
Advisers who do not ask about a client’s mental and physical health are doing them a disservice, Leading Advice believes....
Financial planning
The AFA’s whitepaper may not be the answer to the new educational framework but the association has made it clear it wants to sit at the FASEA table and be consulted....
Financial planning
The ABA is working towards making banks provide clearer and more accessible information on how to close accounts. ...
Editorial
University of Wollongong academics Shantha P Yahanpath and Shan P Yahanpath argue that there is a better way for financial planners to approach wealth management....
Financial planning
A survey conducted by comparison site Mozo found many parents lend their children money and most do not expect return payments....
Financial planning
Data from finder.com.au showed close to half of the population use just one bank for all financial needs....
Financial planning
The AFA has seriously questioned the value of ASIC’s oversight of codes of conduct, noting that the FOFA ‘opt-in’ code took years and is the only one in existence....
Financial planning
Mature age financial planning and accountant partners have been dealt a significant blow to their exit goals as new entrants have no option but to start their careers in ...
Superannuation
The SMSF Association has welcomed the ATO’s clarification on the consequences for SMSFs with LRBAs not on arm’s length terms, and stressed the need for clients to attain ...
Funds management
While baby boomers reduce their vulnerability to capital losses with fewer equities, they are also missing out on recovery gains, according to CFSGAM....
Financial planning
Australians are thinking more about their financial futures but 63 per cent have no plans, according to the FPA....
Superannuation
Australia’s retirement system still lacked innovative comprehensive income products to cater to different life circumstances, and a holistic review beyond just the afford...
Policy & Regulation
ASIC said it wants responsible entities to have minimum risk management practices and procedures in place, that are of an international standard. ...
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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...