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Financial Planning

Advice clients most satisfied with goals-based approach

JAMIE WILLIAMSON  |  TUESDAY, 23 JAN 2018
Goals-based advice is gaining ground with fresh insight suggesting it leads to greater levels of client satisfaction.

Lack of advice costing women in retirement

JAMIE WILLIAMSON  |  MONDAY, 22 JAN 2018
Financial advisers must work closely with female clients to devise strategies to safeguard their retirement savings in the event of a career break.

ASIC accepts EU from Brisbane adviser

KARREN VERGARA  |  FRIDAY, 19 JAN 2018
ASIC accepted an enforceable undertaking from a Queensland financial adviser for not meeting his life insurance replacement advice obligations.

ASIC bans ex-CBA adviser for five years

KARREN VERGARA  |  THURSDAY, 18 JAN 2018
ASIC banned a former Commonwealth Financial Planning adviser from providing financial services for five years.

Soaring education costs require financial plan: Research

KARREN VERGARA  |  TUESDAY, 16 JAN 2018
Research points to Sydney as the most expensive place to send children to school and in some cases the cost of tuition is exceeding average house prices - a vital investment decision by any means.

School holidays require prudent financial planning: Survey

KARREN VERGARA  |  MONDAY, 15 JAN 2018
Parents forked out $1.1 billion over the summer school holidays, leaving many without a budget financially stressed, a new survey shows.

The next generation of adviser and client

JAMIE WILLIAMSON  |  MONDAY, 15 JAN 2018
Recognising the barriers to gender equality in the financial advice industry and taking steps to widen the entry door for women is vital to the positive progression of female advisers and traditional business models.

Wealth firm acquires taxation educator

JAMIE WILLIAMSON  |  FRIDAY, 12 JAN 2018
An ASX-listed wealth management and financial advice firm has acquired a provider of in-house tax training for accountants and lawyers.

Safeguard wills with specialist advice: Lawyer

KARREN VERGARA  |  THURSDAY, 11 JAN 2018
This time of year is an ideal time to seek estate planning advice to ensure wills are up-to-date and legally valid to reflect any material family and financial changes, according to a legal expert.

US advisers shifting to international equities

KARREN VERGARA  |  WEDNESDAY, 10 JAN 2018
Financial advisers in the US will increase allocations to actively managed non-US equity funds over the next six months, a new survey shows.