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How advice can conquer stigma
HARRISON WORLEY  |  WEDNESDAY, 20 MAY 2020
Hostplus' head of advice and financial planning believes providing modules of the comprehensive financial advice model might help to reduce stigmas which stop people from getting help with their finances.
Client drags advice firm, advisers to court
KANIKA SOOD  |  WEDNESDAY, 20 MAY 2020
A woman has dragged an advice firm and its leads to court, claiming they took control of her bank accounts and misappropriated about $1.4 million of her money.
FASEA blame game on in earnest
HARRISON WORLEY  |  FRIDAY, 15 MAY 2020
Both the government and the opposition have been happy to blame one another for the Parliament's failure to pass the FASEA extension bill this week.
Challenger launches new retirement tool
HARRISON WORLEY  |  FRIDAY, 15 MAY 2020
Challenger has launched a new tool to help retirees and pre-retirees better understand the financial realities of retirement.
Technical Services Forum: Testing risk tolerance
ELIZA BAVIN  |  THURSDAY, 14 MAY 2020
In uncertain times clients may not be as risk tolerant as previously thought, the virtual Challenger Financial Standard Technical Services Forum has heard.
Behavioural tools to limit losses, fear
ALLY SELBY  |  THURSDAY, 14 MAY 2020
Market volatility is unavoidable, especially after a significant crash, but focusing on practical techniques to limit behavioural risk can help financial advisers limit the fear, anxiety and grief that they and their clients may be feeling.
Practice valuations avoid COVID-19 hit
HARRISON WORLEY  |  THURSDAY, 14 MAY 2020
Financial advisers looking to sell their business in the midst of COVID-19 would be wise not to accept discounted offers, with experts saying the pandemic has barely touched the market.
Mudslinging over FASEA extension continues
HARRISON WORLEY  |  WEDNESDAY, 13 MAY 2020
Labor has slammed the Association of Financial Advisers for spouting untruths over the path of the FASEA extension bill through the Senate.
Processes are the problem, not people: Count Financial
ALLY SELBY  |  WEDNESDAY, 13 MAY 2020
The majority of the problems faced by practices in delivering advice efficiently can be attributed to process issues not people, according to Count Financial.
South Australian wealth firms merge
KANIKA SOOD  |  WEDNESDAY, 13 MAY 2020
An Adelaide wealth advisory and accounting practice has acquired a private wealth firm that was named the Financial Planning Association of Australia's Professional Practice of the Year in 2018.
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