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
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
Changes to advice incoming: Bragg16 July 2020, 12:09pmSenator Andrew Bragg has confirmed legislative changes to advice are around the corner, telling Michael Rice the Corporations Act needs to be updated. Read more
AMP advisers low priority for ASIC15 July 2020, 12:17pmSenator Deborah O'Neil has revealed she was told by ASIC that AMP's Buyer of Last Resort (BOLR) agreements being altered and subsequently, slashing the value of advice businesses, was not a priority for ... Read more
FASEA brings back remote tests10 July 2020, 12:08pmAs Melbourne has returned to a strict lockdown to battle a second wave of COVID-19, FASEA has responded by bringing back remote tests. Read more
ATO can make cost of advice cheaper: Asher9 July 2020, 12:01pmIn a new paper from Actuaries Institute, Anthony Asher argues financial advice can be made cheaper if the Australian Taxation Office (ATO) provides some of the data necessary for good advice. Read more
