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AFA/FPA confirm alliance, join life insurance movement

The FPA and AFA’s new taskforce, an extension of an alliance the two representative bodies confirmed in May, adds weight to the life insurance’s ‘single voice’ movement.

Matthew SmithJune 17, 2019

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Westpac finalising advice referral partners

After folding its BTFG brand internally and exiting wealth management, Westpac is close to settling on a panel of ‘specialist advice businesses’ to send client referrals to.

Tahn SharpeJune 14, 2019

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Count Financial sold to ‘natural home’ CountPlus

The converged accounting and advice practice is backing itself to run CBA’s second largest cluster of advisers, and could extend its influence over the group considerably.

Tahn SharpeJune 13, 2019

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A case study in front running disruption: Centrepoint

Transparency with advisers was an essential part of the transformation process Centrepoint Alliance CEO Angus Benbow kicked off close to a year ago now. Leaders have no choice but to face into the challenges, he says.

Matthew SmithJune 12, 2019

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Don’t rush for the equities exit: Fidelity

The fund manager says there is a lot of juice left in global share market, despite bond prices indicating otherwise. The rally will continue with emerging markets leading the way.

Tahn SharpeJune 12, 2019

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‘Not all commissions are bad’: Insurance advisers find a single voice

Policy experts, practitioners, representative bodies and business leaders gathered together to establish a single voice in support of better consumer outcomes and a sustainable sector ahead of a landmark review.

Matthew SmithJune 11, 2019

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Tech enabled, hybrid advice model emerges

Ashleigh Swayn and his partner offer limited advice for a low, transparent price, but it is digital enablement and low overheads that afford them four months of travel per year.

Tahn SharpeJune 11, 2019

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Risk profiling needs to get smarter: Academic

Katherine Hunt says it’s “quite strange” that advisers tend to use the same old academically untested risk profiling tools. No wonder, she says, they keep providing the same biased results.

Tahn SharpeJune 7, 2019

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