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Financial planning
Social media has been heralded as the next big thing for some time now, but to make it work in their industry planners need to approach the medium differently, writes And...
Life/Risk
Advice professionals give muted okay to life company support services....
Financial planning
The Association of Financial Advisers (AFA) has announced the finalists of its 2013 AFA Adviser of the Year Award....
Financial planning
For those advisers aspiring to greater things, two recent pieces of research may contain the insights they need to drive their business further, according to Zurich’s Ric...
Superannuation
A new analysis suggests recent legislative change will increase the scope for financial planners to work with accountants in the SMSF advice space. ...
Life/Risk
Strong risk sales follow two quarters of falling sales...
Financial planning
SuperChoice has successfully processed some of its first SuperStream transactions via its SuperGATE Rollover Gateway solution....
Financial planning
There are many aspects involved in running a successful financial planning practice, including the things clients can see and the things that lie beneath the surface. Mil...
Life/Risk
Zurich boss Colin Morgan says upfront commissions have an ongoing place in insurance advice....
Editorial
Patrick Noble suggests investors should stop overlooking property and reap the rewards from the renaissance. ...
Life/Risk
A new partnership will see Zurich added as the third insurer to netwealth’s LifeWrap facility....
Life/Risk
New Plan for Life data paints healthy but mixed picture of life/risk market....
People & Products
Zurich Financial Services has added to its Western Australian life risk distribution team with the appointment of Ryan de Bruin as business development manager....
Superannuation
Domestic growth assets recorded poor results in May this year, according to Morningstar's Australian Institutional Sector Survey....
Financial planning
The growing use of mobile devices has resulted in financial advisers embracing social media faster than ever – and at a more rapid pace than the overall community....
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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...