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Financial adviser roles as we know them will cease to exist in coming years as the push towards financial lifestyle coaching rises.
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More than half of Australian adults say they want to spend retirement travelling, yet two thirds don't have a plan for how they will live in retirement, according to Sunsuper.
Those that feel more fulfilled in life are more likely to have an ongoing relationship with a financial planner, according to new insights from the Financial Planning Association of Australia.
In the lead up to the Best Practice Forum on Managed Accounts, Financial Standard is running a survey to help provide industry insight.