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ADVICE DOCUMENTATION
Financial planning
As statements of advice move into the rear-view mirror, Vital Business Partners explores how financial advisers are adopting innovative documentation strategies....
Financial planning
Six industry experts have shared their views on what a ‘fit-for-purpose’ statement of advice document could look like as the government commits to consultation on a new d...
Financial planning
In the last four exams, the Financial Adviser Standards and Ethics Authority has acknowledged that advice documentation is a problem area with exam performance. ...
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MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...