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FINANCIAL PLANNING

INDUSTRY NEWS

Assistant Treasurer, Kelly O’Dwyer, has committed to implementing appropriate transitional arrangements for planners impacted by increased educational standards....

INDUSTRY NEWS

ING Direct will adopt an advice referral model used by industry fund, Cbus, in partnership with the FPA....

INDUSTRY NEWS

Australian advisers need to get ahead of regulations and legislation to avoid having to deal with significant change, the FPA believes....

INDUSTRY NEWS

New Investment Trends research confirms that financial advice still costs more than most consumers are willing to pay....

INDUSTRY NEWS

Advisers need to speak to clients in a language they can relate to, AFA chief executive, Brad Fox believes....

INDUSTRY NEWS

ASIC has permanently banned former Equititrust CEO, Mark McIvor from providing financial services after he breached a law. ...

INDUSTRY NEWS

Most Australian consumers do not know who to trust in the financial planning profession and prefer to get their advice from family and friends....

INDUSTRY NEWS

Concerns over the high cost of entry into residential aged care facilities are making housing decisions for elderly Australian complex, an advice firm believes....

INDUSTRY NEWS

The AFA and ISA have polar opposite opinions on lifetime contribution caps when it comes to helping women’s retirement income....

INDUSTRY NEWS

The FSC is one of the founding members of a forum aiming to promote various industries including financial services in a bid to transition from the mining boom. ...

INDUSTRY NEWS

Wealth management group, Standford Brown, has acquired Ian MacRitchie’s IMR Financial Advisors....

INDUSTRY NEWS

PIMCO has launched a digital platform for financial advisers, institutions and investors as part of its focus on the retail segment....

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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...

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

1 week 1 day ago

So we are now underwriting criminal scams?...

6 months 1 week ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

4 weeks 1 day ago

Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

4 weeks ago

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

2 days 20 hours ago