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Financial planning
Advised retail policies have found to be cheaper than their direct policy counterparts across genders and different ages, research revealed....
Financial planning
Former director of BD & WJ Hassell, Barry David Hassell, has been convicted of 39 charges of dishonest conduct and sentenced to 12 months imprisonment....
Financial planning
Infocus Wealth Management has partnered with TWUSUPER to provide financial advice services to its members....
Tools & guides
Col Fullagar explores a risk insurance advice court case to argue that financial advisers must “up the ante” in client services before judgements form precedent. ...
Financial planning
Financial advice in Australia is held back by regulation focused on selling and letter of the law compliance that ignores the client according to an industry veteran....
Editorial
A clear agenda is being prosecuted aimed at forcing the Government to hold a Royal Commission into the Financial Planning industry but do those pursuing the issue have cl...
Financial planning
Financial planners are being encouraged to show their worth, with new research showing Australia’s 4430,500 millionaires are willing to up their spending on advice....
Financial planning
The bad news regarding planners will be forgotten with falling numbers indicative of cultural change according to AFA national president Deborah Kent....
Financial planning
Financial services organisations should work together to improve planner standards and consumer confidence, according to Finsia....
Financial planning
Chartered Accountants Australia and New Zealand are urging the Government to simplify the arrangements around the tax deductibility of advice fees....
Financial planning
A quarter of the generation Y group prefer going to friends and family for financial advice than professionals. ...
Financial planning
Assistant Treasurer, Josh Frydenberg has outlined the Government’s agenda for planning including the possibility of a national exam and co-regulation....
Financial planning
AMP has posted a solid result for 2014, with underlying profit up 23 per cent year on year, largely driven by growth in its wealth management business. ...
Financial planning
With automated investment advice taking off in the United States over the last three to four years, Malavika Santhebennur investigates whether Australia will follow suit,...
Superannuation
Advisers need to tackle the longevity risk issue among retirees and SMSF holders as more and more outlive their savings....
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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 ...