Advice and strategies

Academics accuse FASEA of talking out of school

Monday, 20 November 2017

The Financial Planning Academics Forum says the new standard-setting body has left universities confused by not consulting adequately before announcing new degree requirements.

Most clients say retirement advice suits their needs

Wednesday, 15 November 2017
Data shows most consumers seeking help with retirement ask about superannuation, relatively few want help with aged care, and nearly all feel they receive personalised advice.

Investment policy statements are fund managers’ how-to books

Tuesday, 14 November 2017
Advisers using managed accounts will need to learn to behave more like fund managers. Learn how an IPS provides guidelines for this.

More efficient, more appealing, more open

Tuesday, 14 November 2017
When an inefficient investment process was costing a Sydney-based advisory time with clients, two planners made a change they say reinvigorated their business.

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