Tag Archives: Financial adviser

Need for generational approach to SMSFs

Advisers need to tailor their advice to clients at a generational level according to the findings of a new report from Macquarie Bank and the SMSF Professionals’ Association of Australia Limited (SPAA). The report, entitled The SMSF Generations Report, revealed that SMSFs are popular with […]

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Financial planners shift away from managed funds

Financial adviser caution generated by the global financial crisis and its continuing aftermath has served to disguise a general shift away from managed funds, according to new research about to be released by Wealth Insights. The research – the Wealth Insights Planner Segmentation Report – […]

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