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FINANCIAL ADVISERS
Editorial
If the financial planning industry has learnt one lesson from the FOFA process, it is the vital importance of political activism, writes Mike Taylor....
Financial planning
Future2 seeks financial planner support in identifying organisations to benefit from grants....
Financial planning
Level of interest sees AFA/FSC upgrade to a larger venue for their Future of Financial Advice forum....
Financial planning
Although clients’ tax issues are the main focus for financial advisers at this time of year, as business owners and employers they also need to ensure enough time is set ...
Policy & Regulation
A surprisingly large response to a combined Association of Financial Advisers and Financial Services Council forum on the Future of Financial Advice changes indicates fin...
Financial planning
Life insurance and annuities have become far bigger parts of the revenue model for financial planners, according to the latest data compiled by Wealth Insights....
Financial planning
As the industry moves towards a fee-for-service model, financial advisers need to better understand their service costs per client and adopt scaled advice solutions to se...
Financial planning
Colonial First State's FirstChoice platform has reached a milestone, achieving $50 billion in funds under administration....
Policy & Regulation
The Association of Financial Advisers tells its members it is time to move on with the new post-FOFA environment despite being wedged by the Govt and Industry Super Netwo...
Editorial
With term deposit rates still on a relative high and the annuities which help fund investors’ years in retirement, why should one bother with fixed interest? Tim Wong ans...
Financial planning
All financial advice is scaled to some extent, and 'there isn't some form of separation between holistic and scaled', according to ASIC senior executive leader Ged Fitzpa...
Financial planning
A new survey has revealed Asia/Pacific wealth managers are more optimistic about the outlook for 2012 and a soft landing in China....
Financial planning
Despite the largest institutions holding almost half the market share, the financial planning industry remains highly competitive, according to a report published by IBIS...
Life/Risk
With life insurance being placed in the ‘too-hard’ basket for many Australians, the industry has developed simple and convenient methods to take out cover. However, as Ti...
Policy & Regulation
The Future of Financial Advice reforms may have passed through the House of Representatives but there is plenty of unknown detail causing concern to the major association...
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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,...