Documentation key to best interest compliance

24-Nov-2017|By Sarah Kendell

Advisers must clearly document through a combination of fact finds, file notes, external research comparisons and their overall statement of advice that a major change in financial strategy is in their client’s best interest in order to avo.. Read More

FPA urges fintech-driven efficiency


Financial planners need to make better use of fintech to improve efficiency when it comes to developing client strategies and statements of advice, with more than 100 technology solutions now available on the Austral.. Read More

Opinion: Robots transforming insurance efficiency


The latest technological advancement representing a ‘game changer’ in financial services is the application of artificial intelligence (AI), particularly natural language processing (NLP). While these cap.. Read More

WA practice sweeps FPA awards


Perth wealth management firm Capital Partners Private Wealth Advisers has picked up both of the FPA’s major annual awards, winning Professional Practice of the Year while its adviser Michael Hayward also took o.. Read More

Equity bias fuelling volatility


Adviser client portfolios in Australia were drastically overweight equity risk, which in turn was responsible for nearly all the volatility retiree clients were concerned about in their investment choices, according .. Read More

Australian market ripe for activist investing


While activist investing was currently embryonic in the domestic share market, Australia’s regulatory and legal framework made it a very conducive environment for that asset class, according to a specialist fun.. Read More

Browse all news

Video: TTR and the super changes

Reforms and transition to retirement strategies... View more

Video: BRICKX one year on

BrickX celebrated its first anniversary .. View more

Gallery: AFA National Adviser Conference

The annual conference celebrates its 40th year.. View more

Aged Care gurus