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...

image
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...

image
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...

image
Financial planning

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

image
Superannuation

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

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 weeks 5 days ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 weeks 2 days ago

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

2 months 3 weeks ago

AMP is to launch a digital advice service to provide retirement advice to members of its AMP Super Fund, in partnership with Bravura Solutions. ...

2 weeks 1 day ago

ASIC has taken action against a Queensland adviser who was sentenced last May for misappropriating $1.8 million from his clients....

2 weeks 1 day ago

A former Insignia Financial C-suite exec has taken on a leadership role at MUFG Retirement Solutions as it announces chief executive Dee McGrath will depart after six yea...

2 weeks 2 days ago