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INVESTMENT ADVICE
Financial planning
The Australian Securities and Investments Commission has urged investors to avoid Connaught Investment Group....
Tools & guides
The option of using a record of advice has been available to financial advisers for a number of years. Samantha Hills clears confusion as to why planners would use one, w...
Financial planning
The rise of the younger, more affluent woman may present a golden opportunity for financial advisers looking to diversify their current client base....
Funds management
The founder of Count Financial, Barry Lambert, has been awarded Money Management’s Lifetime Achievement Award for 2012....
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...
Financial planning
More clients would prefer their planner picked up the phone, while two in five don't even perceive they use the services of a planner, according to a Leap of Faith survey...
Editorial
There is considerable asset allocation bias with SMSF trustees. This is likely to lead to disappointing performance at best, and widespread disasters at worst, according ...
Financial planning
Australian investor sentiment has hit one of its lowest points, according to the latest Wealth Insights Investor Sentiment Index....
Financial planning
Morningstar division Ibbotson Associates Australia has gained an implemented consulting mandate from NEO Financial Solutions....
Financial planning
The Institute of Chartered Accountants has urged the Government to move on the deductibility of financial advice in the May Budget....
Financial planning
The online publisher Trident Press has removed a number of claims on its websites after the Australian Securities and Investments Commission (ASIC) found they were "likel...
People & Products
Towers Watson has appointed Danny Howell as head of wealth management for Asia to boost the company's advisory services to wealth management clients....
Editorial
When clients fail to do their bit in the client-adviser relationship, financial planners are often blamed for unfavourable outcomes. Col Fullagar proposes a way to avoid ...
Financial planning
Market volatility is changing the way financial advisers structure their clients' retirement income and the advice they are offering around it. Benjamin Levy reports on t...
Financial planning
As the financial planning industry moves towards a fee-for-service environment, there is a pressing need to ensure clients understand exactly what they are paying for, ac...
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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...