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FINANCIAL ADVISERS
Financial planning
ClearView Wealth has recruited six new financial planning practices in July, bringing the total number of advisers in the dealer group to 78....
Financial planning
An unlicensed Sydney-based financial planner has been permanently banned from providing financial services by the Australian Securities and Investments Commission....
Financial planning
Financial adviser caution generated by the global financial crisis and its continuing aftermath has served to disguise a general shift away from managed funds, according ...
Policy & Regulation
Association of Financial Advisers looks to take facilitative approach on implementation of the Future of Financial Advice regulations....
Funds management
Financial advisers should rethink the benefits of value-style share funds as active management falls across the Australian large-cap share funds sector, according to Morn...
Policy & Regulation
Elixir Consulting has urged financial planners not to leave it too late to remodel their pricing structures before Future of Financial Advice changes come into effect....
Superannuation
SMSFs need to carefully consider the estate planning ramifications before commencing a pension or their beneficiaries might face serious tax consequences, explains Nichol...
Financial planning
The importance of LinkedIn as a lead-generation tool has been highlighted in a recent survey of American financial advisers....
Life/Risk
Col Fullagar suggests that the need for an underlying logic in any risk insurance recommendation, including TPD, is an important component of safe advice....
Life/Risk
Direct life insurance will account for 40 per cent of all new insurance business by 2021, according to Plan For Life data....
Editorial
Mike Taylor writes that the existence of large payments and the perception that a sales culture continues to exist in the financial planning space represents a dangerous ...
Financial planning
Women need financial advice, and the financial planning industry needs more women, writes AMP Horizons Academy's Tim Steele....
Funds management
With less money going around, boutique fund managers are facing a dangerous period and those with unsustainable business structures are set to be driven out of the market...
Financial planning
By convincing younger financial advisers that 'sales' is not a dirty word, Synchron has reduced the average age of its representatives by 10 years since 2006, according t...
Financial planning
ASIC has formed an agreement with New Zealand's FMA which will allow advisers trained in Australia to have their qualifications recognised in New Zealand and vice versa....
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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,...