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FINANCIAL PLANNING

INDUSTRY NEWS

Only a quarter of Australians expect to retire by the age of 60, according to a survey commissioned by West Australian super provider GESB....

INDUSTRY NEWS

Consumer group Choice has argued financial advice is not always necessary in super and can actually disadvantage consumers....

INDUSTRY NEWS

A slow acquisition period for financial planning practices in the second half of 2009 may be the result of principals sitting back to see what eventuates in the marketpla...

INDUSTRY NEWS

Radar Results has identified some of the most common and not so obvious deal breakers when selling a financial planning business....

INDUSTRY NEWS

Melbourne brokers banned by the Australian Securities and Investments Commission (ASIC) over insider trading....

INDUSTRY NEWS

Former Macquarie Equities client adviser facing multiple ASIC charges....

INDUSTRY NEWS

Financial planners’ revenues may have bounced back with the increase in equity markets, but caution and conservatism remains amongst advisers, according to Centric Wealth...

INDUSTRY NEWS

The Australian Financial Centre Forum’s report, which aims to see Australia develop into a financial hub, has been criticised by the Finance Sector Union (FSU) for not ad...

INDUSTRY NEWS

Recent action in the NSW Supreme Court over the status of Adviser Service Fees when authorised representatives change licensees appears to have raised more questions than...

INDUSTRY NEWS

With the due diligence hurdle crossed, regulatory issues remain for NAB on its AXA APH bid....

INDUSTRY NEWS

Two senior managers of the AIA Australia Adviser Services team have left the company with immediate effect....

INDUSTRY NEWS

The Commonwealth Bank has called for the retention of dealer group rebates and a self-regulatory approach to the removal of commissions from the financial planning indust...

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MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 weeks 5 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 weeks 4 days ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

2 weeks 6 days ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

3 weeks 3 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

5 days 16 hours ago