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ADVISERS
Superannuation
A recent study commissioned by IOOF found that greater activity by financial advisers does not necessarily translate into a greater perception of value from clients, writ...
Financial planning
Australian Unity claims monthly educational contact with clients is optimal....
Financial planning
ASIC will investigate former financial advisers with the Macquarie group which is to contact 160,000 clients who received advice over the past decade about the possible p...
Financial planning
As consumers get savvier and more sceptical of financial advice, advisers have to fight harder than ever to justify their value proposition, but the smarter ones still ha...
Financial planning
Specialist financial services companies and larger banks are looking to grow their separate managed account (SMA) businesses over the next two years....
Funds management
Financial advisers and their clients will be able to learn about exchange traded funds (ETFs) using a new educational microsite....
Financial planning
Learn about the pros and cons of owning AFSL and weighs them up against becoming an authorised representative of a larger licensee...
Financial planning
Australian Unity planning chief executive points to adviser backlash against vertical integration....
Editorial
The financial planning industry has undergone some momentous changes in the last few years and it’s critical the planners respond to the changing environment at the same ...
Policy & Regulation
Coverage of the Commonwealth Bank planning saga has clients believing the events happened “yesterday”, placing increasing pressure on advisers to justify their value prop...
Financial planning
Advisers’ attempts to cover all bases could be costing them new clients, with search patterns showing those with specialist offerings have greater pulling power, a planni...
Editorial
While simplicity in the multi-fund sector is widely regarded a thing of the past, the fundamental investment principles that guided the success of multi-funds still apply...
Editorial
Daniela Tsagaris explains how platforms can gain a competitive edge by evolving to meet new client needs. ...
Financial planning
Advisers who left independently-owned licensees in tougher financial times are expected flock back in the name of “unbiased” advice. ...
Financial planning
Former investment manager linked to failed superannuation fund Trio Capital, Tony Maher, was sentenced to 25 months jail for financial gain through misleading statements....
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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 ...