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Financial planning

17 Sep

Regulator called on to even entry playing field

One of Australia’s corporate regulators has been accused of inconsistency in its policing of new entrants to the financial services space, with smaller innovators unfairl...

Financial planning

16 Sep

Could Ray White’s planning push create conflicts?

Ray White’s move into financial advice has sparked concerns that real estate’s commission-heavy structure could be at odds with the planning arena’s aspired professional ...

Financial planning

15 Sep

Van Eyk enters voluntary administration

Research consultancy van Eyk has gone into voluntary administration, weeks after the closure of its four Blueprint funds. ...

Life/Risk

15 Sep

IOOF launches insurance panel

IOOF has partnered with three retail insurers in a bid to broaden the choice offered through its Pursuit channel. ...

Financial planning

12 Sep

Accountants deserve financial advice authority: submission

Accountants are more qualified to give financial advice than planners, largely due to their working knowledge of SMSFs, a small business owner believes....

Financial planning

11 Sep

Partners Group fund lands on two wraps

Partners Group Global Value Fund accept on BT and Macquarie platforms....

Financial planning

11 Sep

Mandatory ethics training proposed for planners

Ethics classes for financial planners should be fundamental to the new education standards, with self-regulation a near impossible benchmark for the profession, two indus...

Financial planning

11 Sep

Advisers shunning social media

Social media doesn’t play a major role in most advisers’ marketing strategies, with the majority still favouring traditional pathways like referral networks, a survey has...

Financial planning

09 Sep

Regulatory framework squeezing out new players: Coles

Coles says the foray of new players into the heavily-concentrated financial services sector hinges on the watering down of one of the regulator’s key barriers to entry. ...