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ADVICE
Financial planning
The affordability of advice issue can be solved through technology and MoneyGPS believes its tech can bridge the unmet advice gap for Australians who cannot afford compre...
Financial planning
The advice industry is “antiquated” in how it functions and direct investors who cannot access advice are an “accident potentially waiting to happen”, according to a pane...
Financial planning
The Profession of Independent Financial Advisers says it is in the late stages of getting approval to be an “officially-recognised” professional standards body by the Pro...
Financial planning
Digital hybrid advice is an answer for Australians excluded from advice due to high costs and for those who do not have ‘complex advice needs’....
Financial planning
Already making up a fraction of complaints, complaints about advisers have fallen 33% in the 2021/22 financial year so far, according to the Australian Financial Complain...
Financial planning
Advice industry associations have replied to an expert’s calls for research into whether regulatory change in the advice industry has influenced suicide rates....
Financial planning
The transition phase to retirement has been identified as the stage of life when financial planners add most value to a client, according to research....
Financial planning
Research conducted during the first wave of the COVID-19 pandemic has found advisers played a crucial role in crisis intervention, according to Griffith Business School....
Financial planning
Financial advisers need to incorporate drivers of satisfaction into the advice process and portfolio construction decisions, according to a study....
Financial planning
One of the most important ways to measure the success of the advice is the number of clients who have acted on advice given, according to Industry Fund Services....
Expert Analysis
Financial advisers want to help their clients’ wellbeing and achieve their dreams but are struggling how to document their achievements, writes Santiago Burridge....
Financial planning
Including one day a year pro bono work as continuing professional development could help to reduce the advice gap and boost the advice industry’s reputation within the co...
Financial planning
Advisers need to step up and deliver financial advice in the same way that consumers are interacting with their finances....
Financial planning
Greater regulatory clarity is needed to ensure superannuation funds can fill the gap between comprehensive advice which should sit outside of super funds in most instance...
Financial planning
Financial advisers have an opportunity to create value by taking more responsibility in the investing process and lowering costs at the same time, according to Financial ...
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MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...