Lack of estate planning training a hindrance

26-Apr-2017|By Daniel Paperny

The industry’s shift towards embracing higher educational standards for advisers must be met with a greater commitment to helping them prepare for the issues of tomorrow and technical competency in estate planning needed to have a more prom.. Read More




Instreet tech fund gets in at ground level

13-Apr-2017

Instreet Investment has launched a capital raising for what the group believes is the funds management industry’s first venture capital fund focused on early stage start-ups, following demand from advisers and .. Read More

Editorial: Swapping one problem for another

13-Apr-2017

We’ve now reached the second most exciting time in the financial services industry calendar after end of financial year – guessing what is going to be in this year’s federal budget. Cluey types.. Read More

Reassess strategies in light of super changes

13-Apr-2017

Advisers will need to reassess the viability of many common client strategies in the lead-up to incoming changes to superannuation concessions on 1 July, including assessing the impact of capital gains on the lower D.. Read More

FSC announces draft APL standard

13-Apr-2017

The Financial Services Council has released its draft standard for life insurance approved product lists, saying the proposed guidelines aim to support greater accessibility and choice for advisers and clients. .. Read More

Xplan still most favoured among planners

12-Apr-2017

Xplan was named the leading financial planning application for the 10th consecutive year in 2016, reflecting the ability of Australian fintechs to evolve their digital offerings into mature advice software programmes.. Read More

Practice of the Month – Financial Spectrum

12-Apr-2017

The clampdown on poor planning practices and remuneration structures over the past few years has seen the advice industry increasingly pivot towards a fee-for-service model as a key step towards lifting the collectiv.. Read More

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