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Financial planning
The message from advisers to clients is ‘don’t crystallise your losses’, while the message from a Money Management survey of advisers to the Australian Securities and Inv...
Financial planning
Allan Gray surveyed 70 advisers with 77% saying COVID-19 will increase demand for financial advice....
Financial planning
Money Management is seeking feedback from advisers on how the COVID-19 crisis is affecting their business continuity and what are the key challenges they face....
Financial planning
Money Management readers have expressed their dissatisfaction with the FASEA exam, saying the questions are ambiguous and the exam conditions unfair....
Funds management
Fund managers’ cash balances are at their lowest levels since March, 2013 at just 4% of assets. ...
Financial planning
Money Management is seeking feedback from advisers on their thoughts and impressions of the FASEA exam, whether they have sat it or plan to....
Financial planning
Over half of Australian parents have not discussed their will or legacy with their children, according to a Perpetual survey....
Financial planning
More than 70% of financial advisers have expressed doubts they can adhere to the Financial Adviser Standards and Ethics Authority code of conduct as it currently exists....
Financial planning
Advisers are deeply suspicious of the board of the Financial Adviser Standards and Ethics Authority and nominate the reasons for that distrust as being perceptions of con...
Financial planning
A Money Management survey has revealed a significant vote of no confidence in the Financial Adviser Standards and Ethics Authority and a desire for ministerial interventi...
Financial planning
Money Management is seeking to gauge adviser attitudes to the Financial Adviser Standards and Ethics Authority in the wake of the recent controversy around the code of et...
Features
Mike Taylor writes that new research conducted by Money Management has confirmed general acceptance of the convergence of accounting and advice but only on the right term...
Financial planning
Most financial advisers strongly support the tax deductibility of advice, except where it involves products sales such as life/risk policies....
Financial planning
Early data from a Money Management survey has revealed significant underlying acceptance for a convergence of advice and accounting....
Financial planning
Is there an advice/accounting convergence underway and is it something advisers want?...
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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,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...