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Financial planning
A property adviser who took a 10-year advance on his salary to pay off a personal debt has been banned from engaging in credit activities for four years....
Funds management
New analysis from Morningstar suggests planners can no longer rely on the original thinking behind the so-called four per cent rule on safe withdrawal rates....
Features
Advisers need to bring things back to basics for clients to address barriers and perceptions of advice like complexity, inflexibility, and lack of engagement, Tim Mitchel...
Features
Specialist education and training seems to be the key to restoring trust in advisers among sceptical self-managed super fund members, Malavika Santhebennur writes....
Features
With the scrapping of the accountants’ exemption from 1 July this year, accountants need to make licensing decisions to continue advising on SMSFs, Malavika Santhebennur ...
Financial planning
High net worth individuals looking to invest in technology are being urged to seek specialist advice as the sector slows down....
Financial planning
Negative publicity and image of financial planners have acted as a barrier to super fund switchers opting for professional financial advice....
Financial planning
Financial advisers could combine robo-advice into their firm’s marketing process through principles of compliance and contemporariness....
Financial planning
A Queensland Government submission has pointed to more women than men choosing to access financial advice provided by super funds....
Financial planning
Aged care clients value guidance over product recommendations as they head into cash-flow negative territory for the first time in their lives. ...
Superannuation
UniSuper has invested in an upgrade of its advice-focused member centres across the country to provide members with a venue to meet....
Financial planning
Hundreds of advice firms may not have PI policies that meet ASIC’s RG126 requirements, a report reveals....
Financial planning
Five Victorian boutique financial advisory firms have moved from wrap platforms to MDA services in partnership with Managed Accounts Holdings. ...
People & Products
NAB Wealth has made a key appointment to grow its adviser network, hiring former ING Direct and ANZ Wealth staffer, Charles Smith....
Financial planning
YBR founder, Mark Bouris, claims the unmet demand for advice won’t be achieved via the traditional, holistic advice model....
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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,...