COMMUNICATIONS

Financial planning

Two advice professionals have shared five key takeaways as to how advisers can strengthen their communication with clients, especially at review time, in order to build d...

Superannuation

Superannuation funds have been identified as having fallen short in the manner in which they communicated the implications of the Government’s Protecting Your Superannuat...

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Awards

A good level of emotional intelligence and courage to speak up when things need to be changed have helped Kelly Brown, Head of Communications at ANZ, to win the top troph...

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Accounting

Accountants moving into the SMSF advice space need to think about low-cost fee structures as they look to compete with firms that are using technology to find cheaper sol...

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Financial planning

Education provider, Kaplan Professional, has announced the launch of the Kaplan-UNSW Global Diagnostic for financial advisers....

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Superannuation

Vision Super has gone against the grain by implementing a self-administration platform....

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 3 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

4 weeks 1 day ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 2 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

4 days 18 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

3 days 22 hours ago