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FINANCIAL ADVICE
Financial planning
Melbourne adviser, Tim Townsend, has launched his own financial advisory community called WealthLeaders eXchange to empower advisers and raise the bar of best practice....
Financial planning
Good news for financial advisers, the number of people turning to social media and finfluencers has decreased by almost a third in the past year, according to HSBC....
Financial planning
Two new reports from CFS and Challenger have highlighted the benefits consumers gain from seeking advice as over half of those aged 50 and over fear outliving their savin...
Financial planning
Nominations and submissions have opened for the 2023 ifa Excellence Awards to be held in Sydney on 6 December....
Financial planning
Less than half of advisers wrote a life insurance policy in the first half of the year, according to Adviser Ratings, while Deloitte has identified a group of underinsure...
Features
With three separate financial advisers facing criminal proceedings this year having struggled with gambling problems, access to client money combined with a stressful job...
Financial planning
Financial advisers play a crucial role in stimulating financial discussions between parent clients and their adult children, shares Findex, as the most significant interg...
Financial planning
Advice firms should be targeting as much as $700,000 per annum per adviser in ongoing advice fees as clients could be willing to pay higher advice fees than advisers are ...
Financial planning
The experience pathway has passed in Parliament today, three months after being introduced....
Financial planning
In a statement to the Senate Economics References Committee, the Financial Advice Association Australia has made recommendations to the corporate regulator to better achi...
Financial planning
Insignia has announced net profit after tax of $51.2 million for FY23, a rise of 39 per cent from the previous year as it announces a strategic refresh with a 'client wel...
Financial planning
Announcing underlying NPAT of $36.5 million in its FY23 results, the firm has reaffirmed its focus on life insurance and will be exiting financial advice and wealth manag...
Financial planning
The statistical agency has officially recognised the financial advice profession by using the occupational terms 'financial adviser/financial planner' as a result of the ...
Financial planning
AMP chief executive, Alexis George, has shared her thoughts on Insignia’s new ownership model and whether it will follow its footsteps as it expects $50 million in advice...
Financial planning
As financial advice firms grapple with adviser retention and larger workloads, this coaching firm founder believes leadership programs are integral to support up-and-comi...
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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 ...