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Financial planning
Advisers need risk capacity and risk tolerance measures to help clients reach retirement goals, Milliman believes....
Financial planning
Imminent changes to lift requirements on MDA operators by ASIC including the removal of a no action letter will disrupt advice businesses using limited MDA arrangements. ...
Financial planning
Inappropriate advice was the most common issues in investment and advice disputes received by FOS....
Accounting
Accountants moving into the SMSF advice space need to think about low-cost fee structures as they look to compete with firms that are using technology to find cheaper sol...
People & Products
Sunsuper has appointed new business development managers as it looked to push further into the adviser space....
Financial planning
Retirees and pre-retirees continued to hesitate from seeking financial advice due to advice and product failures of the past despite the need for professional financial g...
Financial planning
The corporate regulator has accepted an EU from My Adviser, after finding instances of poor advice provided by disgraced property developer, Craig Gore. ...
Financial planning
The key to attracting SMSF trustees to seek professional advice was by making them better informed through education, the SMSF Association believes. ...
People & Products
VicSuper has sharpened its focus on planning delivery via the creation of a new distribution role responsible for delivering workplace education services to members....
Financial planning
The Commonwealth Bank has established a Customer Advocate function in response to the ABA’s banking industry initiatives package in April. ...
Tools & guides
The superannuation caps proposed in the 2016 Federal Budget emphasise the need for financial planners to review options available to both partners rather than just the in...
Financial planning
Brisbane-based YourFin has joined dealer group, Elders Financial Planning, the sixth to do so in the last five months. ...
Financial planning
IOOF has launched an Advice Academy to be run by Dean Lombardo after a successful two-year pilot....
Financial planning
General advice warnings must be easily accessible, must not be hidden, and should be placed near the advice itself in documents in order for advisers to be compliant, a l...
Financial planning
Vertical integration had become an issue and it was time to rebuild trust in financial services, the FSC Leaders Summit has been told....
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Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...