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FINANCIAL ADVISERS
Financial planning
Following up on its move to actively target its existing network of independent financial advisers, Investec Australia has reduced the interest rates on its tailored home...
Financial planning
The attributes that companies are seeking in financial planners are drastically changing, with sales no longer a must-have skill, writes Milana Pokrajac. ...
Financial planning
Impending changes to aged care legislation will have many questioning whether or not they should sell their homes. And financial advisers will have a crucial role in stee...
Financial planning
Contrary to what some believe, the client owns the client: the client is not owned by the adviser, the dealer group or the broker, as Craig Parker explains. ...
Financial planning
No one would deny that the role of a leader in business is critical. It defines a business’ culture, staff retention, customer satisfaction – and in the end its growth an...
Financial planning
Milana Pokrajac examines the advantages and disadvantages of vertically integrated advice compared to self-licensing and non-aligned advice....
Financial planning
Despite the best intentions, the FOFA reforms constrained quality advice and left little wriggle room for planners wanting to expand their experience, writes Rob Caprioli...
Financial planning
While education has long been the yardstick by which advisers are measured, the bar has been raised and standards have become more widespread than ever before. As Jason S...
Editorial
An easy line of spin is being peddled on the antecedents and consequences of the Government’s FOFA amendments. But any examination of financial services history shows the...
Financial planning
Suncorp-owned risk-focused dealer group Guardian Advice has launched what it is describing as a ‘Centres of Influence' strategy guide intended to help advisers build robu...
Policy & Regulation
The AFA has moved to enter the FOFA pause consultations with an analysis designed to counter a “rolling campaign of fiction and misrepresentation”....
Superannuation
SPAA welcomes Federal Government decision to amend how best interest duty works as part of FOFA reforms....
Financial planning
If it is true that only two out of 10 people seek financial advice, perhaps planners need to look to successful entrepreneurs for tips on how to raise their stake, says M...
Financial planning
AFA has accused ISA of hypocrisy for not making its FOFA submission publicly available, despite its loud calls for transparency....
Financial planning
ETF portfolios pitched at wealth accumulators...
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MARKET INSIGHTS
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,...