As goals-based advice continues to become an increasingly important part of an adviser's offering and service delivery, investment platforms are playing a pivotal role in bridging the relationship ... Watch video
Common objectives and how they can be dealt with; Estate planning for young families and older clients and blended families - what engages the clients. Asset protection - the risks arising from blended ... Watch video
Advisers share their personal experience on how their aged care services have assisted their business practice Discussion on what were the key hurdles at the start of the transition and how they have ... Watch video
Advisers better learn what women want: Research11 December 2019, 3:28pmNew research from Allianz Retire+ suggests that if financial advisers want to keep clients happy and gain referrals, they need to better understand the advice needs of women. Read more
AMP to cut contribution fees11 December 2019, 12:50pmAMP has informed licensees and financial advisers it will phase out contribution fees in Q1 2020. Read more
Elders FP to shutter10 December 2019, 12:44pmElders Financial Planning will be wound down over the coming months, the dealer group has confirmed. Read more
Aussies unprepared for wealth transfer9 December 2019, 12:08pmDespite the largest intergenerational wealth transfer to date looming, more than half of Australians do not have an estate plan in place. Read more
