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FINANCIAL PLANNING
INDUSTRY NEWS
Risk-focused group, Synchron, has appointed a former UBS Wealth senior employee as its new compliance manager....
INDUSTRY NEWS
The AAT has reduced the banning term imposed by ASIC for a former Sydney-based financial adviser of Lionsgate Financial Group, Atish Prasad....
INDUSTRY NEWS
Plaintive law firm, Slater and Gordon, has moved to leverage ASIC’s ‘best interests’ legal action against NSG Financial Services, seeking unhappy clients who want to purs...
INDUSTRY NEWS
Crestone has finalised its acquisition of UBS Wealth Management Australia, and has started operating with $14 billion in AUM. ...
INDUSTRY NEWS
Industry groups are urging the Government to turn its attention to other recommendations cited in the FSI such as simplifying statements of advice even as election fever ...
INDUSTRY NEWS
Fintech start-ups can rely on third parties for sign off to meet their competence obligation but it isn’t clear whether they are liable if the start-up fails, a lawyer sa...
INDUSTRY NEWS
Employers in finance, insurance and real estate plan to boost headcount in Q3 2016 as firms look for specialised IT skills to keep pace with technological developments an...
INDUSTRY NEWS
The increased professional standards in financial advice should require a Bachelor in Financial Planning rather than ‘degree equivalent’ to truly professionalise the indu...
INDUSTRY NEWS
A former financial planner has been sentenced to jail after falling foul of the Serious Financial Crime Taskforce for tax offences....
INDUSTRY NEWS
Sentry Group is embarking on a partnership venture with IRESS to provide customised technology solutions for advisers....
INDUSTRY NEWS
The technology platform developed by a former financial adviser is developing some market momentum among accounting and advice groups....
INDUSTRY NEWS
Dealer group Synchron has won a key legal battle securing the exclusion of commissions and fees on behalf of advisers from the calculation of payroll tax....
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...