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The Association of Financial Advisers was right to open talks with Treasury officials around the status of grandfathering when planners move between one licensee and anot...
Have the long golden years of uninterrupted economic growth, continued credit expansion and expanding government spending lulled us into thinking we are immune from reces...
While Rice Warner riled the financial planning industry with its latest research work on behalf of Industry Super Network, history will be the judge of the validity of it...
Tasmanian Liberal Senator, David Bushby, who is chairing the Senate Committee reviewing ASIC, made a very good point when he said that nothing in the FOFA changes will pr...
Many financial planning businesses have had to put their growth plans and other projects on hold while preparing for FOFA. Milana Pokrajac looks at opportunities lost....
While political leaders came and went and further regulation rumbled through, it seemed the financial planning sector spent the last 12 months in a holding pattern with m...
The outcome of the next Federal election will determine the degree to which the financial services industry will be subjected to another far-reaching review similar to th...
Due to the wave of change ripping through the financial services industry, law firms specialising in this sector will be fighting for your business. Leanne Mezrani points...
Barry Lambert looks at the underlying value of an AFSL, why you might avoid buying one and the likely impact of licensing accountants. ...
A strategy for winning the Tour de France has a surprising number of elements in common with winning the race in investing and financial planning, according to Edward Smi...
When Commonwealth Financial Planning was subjected to an enforceable undertaking imposed by ASIC in 2011, it was the subject of a good deal of media coverage in Money Man...
There will be many in the financial services industry who will welcome the return of Chris Bowen to over-arching management as Federal Treasurer of the Financial Services...
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...