What do financial planners want from industry reforms?

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It seems the people most effected by the proposed reforms of the financial advice industry have had very little say in what reforms are needed and how they should be... Read more continue reading

Life touches on the general

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The bad news was that my dishwasher broke down the other day. The motor went. The good news was that general insurance covers motor failure in fridges and dishwashers and... Read more continue reading

AvSuper sets new member service and engagement standards with end to end financial technology

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Member centric online calculator raises the bar for super industry Boutique super fund AvSuper has unveiled a sophisticated online calculator that sets new standards in member service and engagement via... Read more continue reading

AMP technology makes risk easier for IFAs

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AMP has launched a new online risk premium quoting tool, easyquote, for independent financial advisers (IFAs) available through AMP’s Adviser Online service at www.adviseronline.amp.com.au. Easyquote will support all contemporary AMP... Read more continue reading

Back to black: survey supports move to teach financial literacy in schools

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With financial literacy being added to the national school curriculum this year, RaboDirect’s nationwide survey of more than 2,000 people, confirms Australians have been heard when it comes to the... Read more continue reading

Opting in for a happy new year

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Australia Day marks the official end of summer holidays for me and so, now it’s almost February, it’s time to focus on the main issues affecting financial advisers in 2011.... Read more continue reading

Let’s kickstart the retirement debate in 2011

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Greetings and Happy New Year First our thoughts are naturally with all the clients and colleagues affected by the recent floods. In particular the many regional advisors who are working... Read more continue reading

Scale remains the name of the game

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While much has changed in wealth management over the last decade one thing hasn’t; the pursuit of scale and to this end the CEOs managing financial services companies continue to... Read more continue reading

Not To Do In 2011

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Notwithstanding the rollercoaster ride which has been financial services for the past few years (forever it seems at times!), there’s no doubt in our mind that another challenging year awaits... Read more continue reading members only

Good health essential for comfortable retirement

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Financial planners should encourage clients to undertake preventative health programs as part of their holistic approach to advice, suggests medical expert Dr John Cummins of Executive Medicine. Sydney based Executive... Read more continue reading