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ADVISERS
People & Products
IRESS has launched its new client portal, available through XPLAN, to provide a front-end solution for client engagement. ...
SMSF
The Federal Opposition’s move to remove franking credits may drive up SMSF membership, according to SMSF Alliance principal, David Busoli. ...
Policy & Regulation
The Australian Baking Association has warned that new Design and Distribution laws may result in bank staff being mistaken for advisers....
Life/Risk
A key Senate Committee has been told that the Government’s new Design and Distribution Obligations and Product Intervention powers risk putting advisers in conflict with ...
People & Products
Following the launch of its conference app last year, Synchron has launched a new professional development app for advisers. ...
Policy & Regulation
The Royal Commission interim report has highlighted dishonesty and greed as two recurring themes in the financial advice industry....
Financial planning
The international financial advice community has for the first time benchmarked how financial advisers come to know their clients....
Life/Risk
New data points to life insurers becoming increasingly reliant on advisers as the major banks exit life insurance products....
Financial planning
The role of the financial adviser is changing as a result of increased client expectations and technological advances, according to a Macquarie report....
People & Products
With fee disclosure a key issue facing advisers, two financial advisers have formed a new company, PortfoliosDirect, which will allow advisers to offer a transparent, non...
Financial planning
The accounting and advice firm network has delivered an average profit margin from its firms of 15 per cent for fiscal 2018, up from 12 per cent in the prior year....
Financial planning
Over 1,000 advisers have attended BT Financial Group’s BTNext events across the country this week, with the events’ keynote speaker offering insights on better understand...
Financial planning
Financial Planning Association chief executive, Dante De Gori has warned of a looming pause in the authorisation of new financial planners as a result of the implementati...
Financial planning
The Association of Financial Advisers has warned that the financial adviser exam represents a ‘cull’ mechanism as it is currently proposed....
Financial planning
National Australia Bank and MLC Limited were prepared to rely on the attestations of their financial advisers to help determine whether to refund clients on the basis of ...
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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...