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Featured Homepage Posts

Advice disciplinary body to give ‘certainty’: Hume

The Senator has high hopes for the industry on its journey to professionalism, citing the proposed single disciplinary body, single issue advice and fintech as drivers for change on the Conexus Institute’s inaugural Exploring Big Ideas webinar.

Tahn SharpeJuly 14, 2020

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It’s not churn, it’s a pandemic

Clients are dialling back insurance because we're in the middle of a pandemic-fuelled recession. This has nothing to do with churning, advisers say, so why should they be penalised?

Tahn SharpeJuly 13, 2020

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The value of advice: A playbook

By bringing the conversation back to the question of whether clients are on track to achieving their goals and showing them visually using cash-flow modelling, you will have a better chance of keeping them engaged and disciplined, David Haintz writes.

David HaintzJuly 9, 2020

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IOOF pro bono subsidy deal changing lives

The group’s offer to waive 3 months of licensing fees in exchange for 60 hours of pandemic-related pro bono advice has tapped into a well of deeply personal work that many advisers have quietly been doing for years.

Tahn SharpeJuly 9, 2020

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‘Almost half’ more worried about money now: Fidelity

Australians are much more concerned about their financial and mental well being, the fund manager says, but advice is easing the burden.

Tahn SharpeJuly 9, 2020

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Race on for advisers to reap open banking benefits

Now that the gates are open for open banking, product providers large and small are rushing to harness the market while advisers are in a race of their own to figure out just how the technology can help their business.

Tahn SharpeJuly 8, 2020

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Call for referred brokers to support FASEA code

When an adviser brings a mortgage broker in to help a client, Wealth Market CEO Matt Lawler believes that person should operate under the same Code of Ethics that the adviser does.

Tahn SharpeJuly 7, 2020

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Inside the quick descent of MyPlanner

After building up a growing base of advisers, the MyPlanner dealer group rapidly imploded amidst compliance concerns, leadership changes and ASIC orders.

Tahn SharpeJuly 6, 2020

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