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FINANCIAL ADVISERS
Financial planning
Affinia’s Craig Parker discusses how customer centricity is emerging as the new practice business model. ...
Financial planning
Financial advisers can add value to their clients’ and their own businesses by capitalising on doing the things humans do best – and automating or eliminating the rest, s...
Financial planning
ASIC has imposed additional conditions on Lionsgate Financial Group’s licence after conducting a surveillance of its advice business....
Financial planning
Australian investors expect the All Ordinaries index to return 8 per cent over the next 12 months, according to an Investment Trends Survey. ...
People & Products
The Association of Financial Advisers has made a number of changes to its board following chief executive Brad Fox’s decision to resign as treasurer....
Financial planning
The FPA remains a strong supporter of a complete ASIC-approved code of conduct, while the AFA claims an “opt-in specific” code would provide more freedom to financial pla...
Financial planning
Kathryn Wardrobe outlines the steps for preparing your fee disclosure statement (FDS)....
Financial planning
AFA survey reveals most believe accountants should be held to FOFA standard rather than APES 230....
People & Products
Zurich Financial Services has bolstered its life and investments team with two strategic appointments....
Life/Risk
We can buy everything online – clothes, shoes, cars, holidays – so it is only natural that the direct life insurance channel is becoming part of the online tsunami. How t...
Financial planning
The introduction of the Significant Investor visa gives advisers the opportunity to provide compliance and investment advice to business immigrants, as Macquarie Adviser ...
Financial planning
Boutique dealer group Premium Wealth Management has launched a new service aimed at helping accountants deal with the new licensing regime replacing the accountants' exem...
Financial planning
If retirees are your primary target market, you might be missing out on a fast-growing client base – Generations X and Y – writes Geoff Kellett....
Editorial
As planners grapple with how to implement the changes flowing from the FOFA reforms, David Hasib examines the stark choices that many will have to make, including actuall...
Financial planning
Should ‘financial planner’ and ‘financial adviser’ be synonymous in the eyes of law?...
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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,...