TPB warns on transitional registration

29-Mar-2017

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

29-Mar-2017

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

29-Mar-2017

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

Education standards could reduce specialists

29-Mar-2017

The incoming professional standards reforms for advisers were likely to lead to a lack of specialisation in the industry, with many planners having to put aside further qualifications in areas such as accounting, mor.. Read More

Goals-based advice must focus on client

29-Mar-2017

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

29-Mar-2017

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

28-Mar-2017

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

Le Pen loss could boost European equities

28-Mar-2017

European equities were on course for a bull run in 2017 following the likely defeat of far-right French election candidate Marine Le Pen and the United Kingdom triggering Article 50 to leave the European Union, accor.. Read More

Demand high for direct managed fund access

28-Mar-2017

Self-directed investors were becoming frustrated with not being able to access managed funds directly and having to encounter unnecessary costs associated with platform fees or advice fees to access those investments.. Read More

FPA calls for tax-deductible advice

28-Mar-2017

Making financial plans and annual adviser retainer fees tax deductible would go a long way towards realising long-term benefits for both government and Australian consumers, according to the FPA. Speaking to fin.. Read More

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