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The soaring costs of funerals is an area financial advisers must factor into the estate planning process, particularly for those living in Sydney.
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A majority of financial advisers would welcome an overhaul of the AFS licensing regime, a recent survey shows.
In its largest transaction to date, a growing boutique dealer group has acquired a Mudgee-based financial advice practice.
The Financial Adviser Standards and Ethics Authority released its draft guidance on the five key areas existing financial advisers will be tested on under the new education requirements.