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ADVICE
Financial planning
An advice regulatory framework is needed to encourage advisers to provide affordable advice, as some professional accountants who provide advice have passed costs to clie...
Financial planning
The volume of regulatory change means it is becoming impossible to do business as a financial planner using old technology and old ways of operation, according to the Fin...
Funds management
Frontier Advisors has dropped the ‘Advisor’ part from its name in a company rebrand as it expands its business beyond financial advice. ...
Financial planning
Superannuation funds identified as having delivered advice which might be detrimental to their members were asked to do no more than put it right and confirm they had don...
Financial planning
Not seeking advice, as well as a reliance on historical returns and a lack of diversification are the major investment mistakes made by millionaires, according to a surve...
SMSF
In the latest FASEA draft guidance, the importance of specialist advice for self-managed superannuation funds has been recognised, according to the SMSF Association....
Financial planning
The cost of providing advice to members is "commercially sensitive” and releasing it would not be in the best interests of members, according to major health industry sup...
Financial planning
Focus on avoiding behavioural mistakes and tax-effective investment are among ways that financial advisers help their clients to boost their portfolios, according to Russ...
Financial planning
The COVID-19 pandemic could act as the catalyst for regulatory pragmatism aimed at lowering the cost of advice, according to the Financial Services Council....
Policy & Regulation
Financial services companies cannot necessarily rely on claims of legal privilege to prevent the Australian Securities and Investments Commission obtaining documents – so...
Financial planning
Superannuation funds need the ability to deliver a wider range of financial advice to members, according to a roundtable....
Financial planning
The Australian Securities and Investments Commission has been asked to provide a formal written explanation of the status of intra-fund advice amid heated questioning by ...
Financial planning
Advice practices willing to invest in technology could be adding up to 20% to their bottom lines, according to a new report from Netwealth....
Financial planning
Private health funds should dump their upcoming October price rises, due to sustained “mega profits” in the industry, Choice says....
Financial planning
The benefits of receiving financial advice have been highlighted in a new report which found while over half of unadvised people worried about money daily or weekly, this...
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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 ...