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FINANCIAL PLANNING
INDUSTRY NEWS
A partnership between IRESS and netwealth will provide advisers with “straight-through processing” and decreasing back office inefficiencies through XPLAN software integr...
INDUSTRY NEWS
Three financial services licensees have removed the term “independent” from their website and marketing material after ASIC found they received commissions and volume-bas...
INDUSTRY NEWS
ANZ has undertaken a major shake-up of its wealth business with the announcement of the departure of Joyce Phillips....
INDUSTRY NEWS
The Parliament has passed key amendments to the FOFA legislation extending fee disclosure statement and opt-in renewals to 60 days....
INDUSTRY NEWS
A US study showed female investors felt misunderstood by their advisers while stereotypes about their investment indecisiveness still prevailed. ...
INDUSTRY NEWS
Investec Australia has made an undisclosed investment in fintech start-up vehicle H2 Ventures....
INDUSTRY NEWS
Former general manager of policy, Dante De Gori, has officially commenced his role as chief executive of the FPA, taking over from Mark Rantall....
INDUSTRY NEWS
The Government cannot afford to find more money to subsidise family allowances and need to reallocate their resources to help women’s retirement, NGS Super believes....
INDUSTRY NEWS
New research confirms financial advice is often the missing ingredient in achieving retirement incomes adequacy....
INDUSTRY NEWS
Yellow Brick Road has restructured and moved to leverage its mortgage client base to grow its wealth business. ...
INDUSTRY NEWS
New research confirms that financial planners are playing an integral role in the growth of the financial services industry....
INDUSTRY NEWS
The Australian Taxation Office has signalled it will be seeking planners' help in steering clients away from aggressive tax planning schemes. ...
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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...