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Do planners need to become financial therapists?

 
  May 24, 2016 
 
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Latest News

Do planners need to become financial therapists?

New research has revealed changing client attitudes towards wealth management, with advisers needing to become financial therapists rather than asset allocators. Read more

CommInsure appoints Deloitte as independent expert

CommInsure has appointed Deloitte to review past life insurance declined claims, while DLA Piper will examine ethical issues and policy definitions, medical file and record keeping. Read more
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Australia dividends down in Q1

One-offs and oil sector drive the Australian dividends down in the first quarter, according to Henderson Global Dividend Index. Read more

Octaviar directors breached duties

Octaviar executives have been found to have acted dishonestly in their roles as officers as they neglected their best interest duty. Read more
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Former Countplus-aligned adviser removed from financial services

​A Queensland-based financial adviser who worked for a Countplus-aligned firm has been permanently banned from the financial services industry after he was found not to have acted in his clients’ best interests. Read more

Ex-Genesys AR pleads guilty to dishonesty

A former director of Genesys’ authorised representative, Vanguard Financial Planning, has pleaded guilty to misusing his position to gain financial advantage for someone else. Read more
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New currency overlay service steadies market

Investors can look forward to navigating today’s volatile markets with the Royal Bank of Canada’s new Australian currency overlay service. Read more

Features

Leverage a valid strategy if used correctly – Margin Lending Roundtable Part 1

Irrespective of the Federal Budget, leverage will remain an important strategy device for both planners and their clients, according to a Money Management roundtable. Read more
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Editorial

Unsettling the political heartland

The Government appears to have upset some rusted-on Liberal voters with its Budget changes to superannuation but it remains to be seen whether it will actually matter on polling day, Mike Taylor writes. Read more

Toolbox

Key year-end strategies for retirement clients

Michael McLean looks at key year-end strategies clients can apply to manage tax effectively and boost savings in light of the 2016 Federal Budget. Read more
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