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ADVICE
Financial planning
Institutionally-owned Australian financial services licensees are bound by approved product lists, which compromises advice and products they recommend to clients, one fi...
Financial planning
ANZ will bring financial planning to retail shop fronts as part of a pilot program to showcase its range of advice options....
Policy & Regulation
Actuarial consultancy Rice Warner expresses concern that proposed FOFA changes will undermine the delivery of intrafund advice....
Policy & Regulation
Scaled and scoped advice has received undue focus under the Future of Financial Advice (FOFA) legislation, and is a sign of increasing levels of paternalism in legislatio...
Financial planning
Centric points to need for advice for same sex couples. ...
Financial planning
Despite financial planning being the most valued service offered by a super fund, only a small percentage of members use it....
Financial planning
Allowing advisers and clients to 'agree’ on the scope of advice makes way for a variety of manipulation, says AIST....
Financial planning
Touted as the next frontier for accountants, Limited Australian Financial Service Licences (AFSLs) are starting to gain traction with planners too. But what makes them so...
Financial planning
The rise of online and commoditised advice will expose more people to financial planning rather than shift them away from it. ...
Financial planning
MLC’s Keiran McIlwain outlines why and how greater estate planning expertise is critical for today’s financial advisers. ...
Editorial
With research showing that Statements of Advice remain almost impenetrable documents for consumers, Bruce Keenan argues it could be time for a change. ...
Life/Risk
With professional standards becoming more demanding and clients’ risk insurance expectations rising, it’s time for advisers to adopt a genuinely holistic approach that en...
Life/Risk
The provision of advice during life insurance claims should be part of an holistic advice model but has been largely ignored....
Editorial
Peter Labrie outlines some of the key evolutions that will affect platforms in the years ahead....
Funds management
Almost half the advice on structured products lacked on compliance, the regulator said after reviewing 50 SOAs....
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MARKET INSIGHTS
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...