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FINANCIAL ADVISER
Superannuation
The August market downturn may have triggered the need for a portfolio rebalance, especially for those investing in a self-managed super fund (SMSF). Robin Bowerman explo...
People & Products
Bendigo Wealth has announced the appointment of three new senior members of its distribution team. ...
Superannuation
New research reveals the degree to which more investors are trusting themselves and cash investments in a crisis....
Financial planning
The Federal Court has found in favour of Australian Unity after David Tweed's Direct Share Purchasing Corporation (DSPC) took an action seeking to force it to register a ...
Financial planning
ANZ has announced plans to implement an online merger and acquisition facility where financial planners can anonymously advertise that there is a practice for sale, while...
Superannuation
It is critical for the financial services industry to work with business owners to help them prepare for comfortable retirement. Sam Rubin examines different strategies p...
Editorial
Financial advisers are well placed to manage business succession strategies for small-to-medium enterprise clients, writes Ted Voges....
Funds management
With more and more investors wanting access to property investment advice, the expertise required is often beyond the scope of most financial advisers....
Financial planning
The financial adviser of tomorrow will become increasingly adaptable, technologically focused and specialised, according to the Association of Financial Advisers vice pre...
Financial planning
Financial planning roles have increased 17 per cent year-on-year, showing stronger demand for financial planning staff as firms continue to recover from the GFC....
Superannuation
A certificate of advice from a financial adviser or accountant has been identified as a potential major sticking point for clients looking to borrow to invest in a proper...
Editorial
New research confirms consumers who use financial planners are generally happy with the service they receive but, as Mike Taylor reports, it also points to how many clien...
Superannuation
A certificate of advice from a financial adviser or accountant has been identified as a potential major sticking point to clients looking to borrow to invest in a propert...
Superannuation
A company linked to SuperRatings has claimed up to 50 per cent of people using a planner want new advice....
Editorial
Andrew Bailo takes a look at the issues arising from the Future of Financial Advice reforms, and concludes that the harmful changes outweigh the beneficial ones....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...