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Financial planning
The Government is making scapegoats out of the advice industry even though it is not responsible for product failures or the vast majority of financial complaints, accord...
Financial planning
The advice group supports many of recommendations of the white paper but has questioned the motives of the Financial Services Council and whether risk advisers should tru...
Financial planning
Maintaining education and professional development requirements will make it hard for women to stay in the industry if they need to take time off to start a family, accor...
Financial planning
The end of the financial year will see a greater loss in adviser numbers than usual from advisers wanting to avoid the next round of the ASIC levy....
Financial planning
Synchron advisers and staff can receive a $100 Bunnings gift voucher if they get the COVID-19 vaccine. ...
People & Products
Ben Donohue has been appointed state manager for Queensland, starting after Easter....
Financial planning
Synchron has issued an urgent call for life insurers to clarify responses to the new Unfair Contract Terms regime. ...
Features
There was support for increased standards in the financial advice industry, Chris Dastoor writes, but any goodwill was destroyed by FASEA in just a few years. Where did i...
Features
From the implementation of the FASEA regime through to the recommendations of the Royal Commission, Mike Taylor writes, a lot had changed before the Australian Securities...
Life/Risk
Scaled advice may reduce the cost of advice, but in the case of life/risk insurance, it may not adequately cover the best interests duty for the client....
Life/Risk
Just 18 months out from the Australian Securities and Investments Commission delivering its review of the Life Insurance Framework a serious contradiction has emerged – s...
Life/Risk
As the Australian Securities and Investments Commission kicks off its review of the Life Insurance Framework a new report has defended the value of life/risk commissions....
People & Products
Former MLC Life Insurance business development manager and NextGen graduate Sarah Congdon will replace Jason Milosevski....
Policy & Regulation
Ex-Synchron adviser Anthony Vivian Dick dishonestly used $1.1 million from his clients’ accounts which was spent on items including a $72,000 boat....
Financial planning
Synchron’s Don Trapnell has renewed his call for specialist life/risk advisers to be held to a different level of educational requirements to advisers providing holistic ...
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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...