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Money Management’s Mike Taylor writes that, for the AFA, the whole life/risk reform process was a case of damned if you do and damned if you don’t....
Industry funds have criticised the Government’s move to impose one-third independent directors on superannuation funds plus an independent chair but, as Mike Taylor repor...
Australians may need to work longer to save more for retirement and a longer life, but Paul Sainsbury asks whether they will be healthy enough to work until 70. ...
In the ‘second machine age’, advisers must find faster, cheaper ways of providing holistic financial advice while still holding the client’s hand, Andy Marshall writes....
Concessions for small businesses and no new taxes on super in the Federal Budget offers real financial planning opportunities for adviser businesses and their clients, Ti...
Is CPA Australia’s financial planning venture an assertive move to lift industry standards or an act of post-exemption self-preservation?...
Col Fullagar explores the advantages of advisers applying a logical basis when deciding on a trauma insurance benefit amount for clients....
Siddharth Saravat presents the case for a bright future for the Indian economy under the helm of Prime Minister Narendra Modi, but outlines the hurdles that remain....
Alena Miles explains why marriage should prompt advisers to re-visit clients’ estate planning. ...
Catherine Chivers outlines what implications some of the 2015/16 Budget measures have for clients....
Financial technologies such as peer-to-peer lending, robo-investing and digital currencies are here to stay and regulation and laws have to catch up, Grant Holley writes....
High satisfaction levels increase client retention over the long-term, growing their investments with you and referring business to your practice, Sherise Mercer explains...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...