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ADVICE
Financial planning
AZ Next Generation Advisory, has announced its fourth acquisition in five months, bringing its total assets under management to $1 billion....
Financial planning
Industry funds held significantly more pension members than retail funds but risked losing them due to a large advice capability gap. ...
Financial planning
NAB’s digital advice offering will link clients with advisers, not cut them out out of the process, with the bank pointing to existing online advice offerings enabling ad...
Financial planning
Of surveyed practice principals, 63 per cent were ‘highly satisfied’ with Australian Unity’s service and 35 per cent were ‘satisfied’....
Financial planning
Two former NAB executives have launched an online cloud-based wealth advice service for members who did not visit financial planners. ...
Features
Col Fullagar considers the difference between service and financial advice within the adviser value proposition framework amidst the debate around adviser remuneration mo...
Tools & guides
Russell Collins explores how risk advisers can overcome objections from clients when interviewing them, particularly the ‘I can’t afford it’ objection. ...
Financial planning
BT Financial Group will ramp up its adviser rating site with more consumer tools - including the provision of general advice, financial literacy and detailed adviser work...
Financial planning
Fiducian Group has acquired a Sydney-based advice firm with $85 million in FUA, bringing the group’s total FUA to $1.71 billion....
Funds management
Watershed Group’s advisers with strong or active market views were able to beat their respective index benchmarks for the year to June 2015....
Financial planning
Current questionnaire based risk profiling fails clients with advisers unable to provide a solid basis for decisions stemming from the process....
Top 100
Moves to assess the landscape of financial planning should be lauded but, as Jason Spits writes, there needs to be more clarity as to who should populate that landscape....
Financial planning
Market uncertainty and declining investor sentiment has created gloom amongst many Australian financial planners....
Financial planning
NAB said it would compensate almost 62,000 customers after a review found errors and processes on its Navigator platform dating back to 2001, before NAB acquired Aviva in...
Financial planning
Perpetual Private has recruited long-serving ipac securities technical services head, Colin Lewis, as Head of Strategic Advice....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...