Sunlight test gets the ethical ball rolling

27-Mar-2017|By Daniel Paperny

Resolving the challenges of ethics in financial planning and persistent poor advice practices are not as simple as changing remuneration structures and performance assessments, according to The Ethics Centre. Speaking at Adviser Ratings&rsqu.. Read More

TPB warns on transitional registration


Financial planners had just three months left to apply for transitional registration with the Tax Practitioners Board (TPB), which would allow them an additional three years to complete the educational requirements f.. Read More

Fixed income next smart beta frontier


The application of smart beta strategies to fixed income investing would be a key trend in Australia’s exchange-traded product industry in the coming years as the sector continued to mature, according to State .. Read More

Introductions make for optimum referrals


Introductions were the best way for financial advisers to attract ideal clients to their businesses and could be coupled with other methods to implement a wider referral strategy, according to SRS Coaching and Consul.. Read More

Goals-based advice must focus on client


A goals-based approach to advice should focus on an individual’s circumstances rather than their gender if it was to have a tangible impact on lifting investment outcomes for the end client, according to Practi.. Read More

Financial burdens troubling Australians


Stagnant wage growth and rising living costs were contributing to increased financial stress among Australian consumers, highlighting the value an adviser could provide, according to Mortgage Choice. The firm&rs.. Read More

Sentry awards recognise adviser excellence


Financial services licensee Sentry Group has recognised the top-performing financial advisers and practices within its national network at its 2016 Excellence Awards. Sentry chief executive and chairman Murray H.. Read More

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