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FINANCIAL ADVICE
Financial planning
Almost one-in-five CBA clients who have had their advice assessed by the bank’s Open Advice Review program have either rejected or not responded to the assessment....
Financial planning
Advisers concerns over the impact the ‘three year responsibility period’ will have on their businesses must be a priority for the new Prime Minister....
Life/Risk
Advised consumers were more likely to find insurance cover that matched their financial commitments and avoided the dangers of finding the right cover....
Tools & guides
Financial planners play a vital role for clients during a relationship breakdown, and they must join hands with legal and tax advisers, Catherine Chivers writes....
Life/Risk
Australian businesses are being urged to insure against the threats of cybercrime in the wake of data showing attacks are costing the nation $1 billion a year....
Financial planning
Risk specialist practice, MBS Insurance, has joined the Bombora Advice group, as the business seeks to capitalise on the opportunities of the post-FOFA/Trowbridge era....
Financial planning
Client loyalty towards advisers will decline in the coming decades, with social media and ‘likes’ set to become the new way of advertising....
Life/Risk
The March quarter saw an $80 billion rise in property assets and such large allocations to the asset could expose households to higher interest rates and sudden falls in ...
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....
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Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...