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Financial planning
Female investors and those aged over 45 are more satisfied with their advisers, while those aged over 60 were less satisfied with their adviser’s technical ability. ...
Financial planning
Advisers across NAB’s planning network will have access to online and face-to-face learning opportunities through a partnership with Deakin University....
Knowledge Centre
New research from ING DIRECT shows that many Gen X and Y financial stereotypes are untrue and there are many opportunities for advisers to connect with this customer grou...
Features
Video advice takes off, older Australians take up phone-based advice, and more people want comprehensive advice instead of scaled, Jessica Amir finds. ...
Financial planning
Paul Barrett’s AZ NGA extends footprint via another RI Advice-licensed planning firm, Adelaide’s Bailey Capital Management....
Financial planning
ANZ has appointed Darren Whereat to the new role of general manager, aligned dealers and advice standards. ...
Financial planning
ClearView has challenged the standing of the FSC to develop a Life Code or APL Standard....
Accounting
While a limited licence may seem like a more cost-effective option for accountants, this may not be the case when back office, continuing support and professional indemni...
Knowledge Centre
The rapid development in fintech is providing a wave of new opportunities for investment decision-making. Expand your service offering and lower the cost of delivering ad...
Life/Risk
Financial advisers have a critical role in helping their clients to deal with life insurance claims, AFA chief executive, Brad Fox believes....
Superannuation
Following high demand for advice for both super and non-super related investments, UniSuper has partnered with PKF Melbourne to give specialist tax advice....
Tools & guides
Minh Ly takes a look at the impact of some recently legislated changes to the Age Pension and Aged Care rules and how they can form part of client conversations....
Financial planning
Macquarie Wealth Management hopes to capture the 80 per cent of Australians who do not access financial advice, with the launch of its OwnersAdvisory model....
Financial planning
More high net worth individuals were using advisers but there was still pressure on advisers to demonstrate value to a group that doubts adviser expertise....
Financial planning
With the spotlight on professional standards of the advice profession, TAL has added a client engagement stream to its education program....
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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,...