The importance of purpose-driven team meetingsBY TIM MCCALLUM | WEDNESDAY, 9 SEP 2026 4:02PM A purpose-driven meeting can provide "clarity, accountability and engagement" within a financial planning practice.
 Finding the financial planning licensing sweet spotWith the heat temporarily dissipated on the debate about the best way to regulate financial advisers following the handing down of Commissioner Hayne's ...  All fees are conflicted"All fees are conflicted. Every fee is conflicted in its own way" - Tolstoy (sort of).  Sponsored: Wealth - where to next?As the Royal Commission puts the spotlight on outdated, vertically-integrated models, customers are turning to IFAs for more transparency and control.  What performance tables cannot tell youManaged funds performance tables tell a story, but it's a partial story. There's a lot they leave out.  Grandfathered advice commissions, exiting stage leftIt is beyond doubt that the decision to include superannuation within the terms of reference for the financial services misconduct Royal Commission is ...  The future of super: Life after the Royal CommissionTraditionally, the most defining characteristic of the superannuation industry has been inertia. Now, with the recent budget changes, the Productivity ...  Is this a new generation of advice appearing?I reckon the financial advice industry is entering a new phase of professionalism and opportunity, only everyone doesn't seem that excited about it.  Limited capacity clients and their estate plansAdvisers can face many challenges when working with clients who they believe may have limited capacity.  Give the banks a breakOK, we all know that the big bad banks have been charging their customers for advice that hasn't been given - the Royal Commission is sorting that out.  Technology can help kick off a new advice movementWith the advice industry's current focus on ethics and boosting professional standards following the Royal Commission, one is left wondering what the ... |
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