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ADVISERS
Financial planning
Alan Kenyon and Stephen Prendeville are happy to see advisers selling their practices and other advisers buying them, particularly when their business Kenyon Prendeville ...
Financial planning
Client segmentation has been an industry buzzword for a long time, with most advisers familiar with what it means to classify clients as an A, B, C or D type based on the...
Financial planning
There are very few genuinely new products in financial services. Usually they are variations on an existing theme, and structured products fall very much into this catego...
Financial planning
IOOF has revamped the structure of its financial planning group Winchcombe Carson in an effort to be more competitive in the advisory market....
Financial planning
Functionality and service have overtaken fees as advisers’ key concerns when using wraps and master trusts according to a study conducted by research house Brandmanagemen...
Financial planning
Despite heavy criticism of advisers over conflicts of interest, the vast majority do not believe the financial planning industry should abandon commission-based remunerat...
Life/Risk
It is a problem that everybody knows about, and some have solutions for, yet it will not go away. Australians are not buying risk insurance, and far too-few advisers are ...
Financial planning
After only a month in operation, Platinum Group Financial Services has confirmed 34 authorised representatives have already joined its ranks and are operating within the ...
Financial planning
Positive investor sentiment towards advisers has increased over the past 12 months, accompanied by a marked improvement in sentiment toward managed investments, according...
Financial planning
A new project will examine the value of independent advice and will determine the number of Australian financial advisers that consider themselves to be independent, as w...
Financial planning
Despite recent criticism by the corporate regulator, financial planners have won a major concession that will allow them to recommend clients change super funds, even if ...
Financial planning
For Australia’s biggest financial planning dealer groups, managing conflicts is all about ensuring advisers have adequate choice....
Editorial
A great investor once said: “Risk comes from not knowing what you’re doing.” Of course, it’s hard to imagine that there is much that Warren Buffet doesn’t understand abou...
Funds management
The use of hedge funds by financial planners is growing, but slowly. In many cases, it is only planners who have reached a certain level of competence that are allowed to...
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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...