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INDUSTRY NEWS
Current questionnaire based risk profiling fails clients with advisers unable to provide a solid basis for decisions stemming from the process....
INDUSTRY NEWS
Almost half of Australian couples would stay in an unhappy union if it provided financial security, according to Slater and Gordon....
INDUSTRY NEWS
While financial planners seem to over-estimate the risk tolerance of their clients, they are often good at identifying and achieving life goals....
INDUSTRY NEWS
The focus should be moved from super account balances to members’ projected retirement incomes, according to an expert panel....
INDUSTRY NEWS
Fintech models cannot fit into the current regulatory framework as it was designed in the early 2000s and is out of date....
INDUSTRY NEWS
A Sydney-based financial planning group has launched an employee benefits scheme to lift employee financial literacy with connections through to advice intermediaries....
INDUSTRY NEWS
ASIC has banned a second Macquarie Equities Limited adviser in relation to falsification of records and unauthorised trading on client accounts....
INDUSTRY NEWS
Brisbane-based Sentinel Private Wealth has had conditions added to its licence after concerns were raised by ASIC around its ability to meet its compliance obligations....
INDUSTRY NEWS
The FSC wants the Government and Opposition to develop a bipartisan “purpose” for super and had warned the Government about the costs of pausing the rise in the super gua...
INDUSTRY NEWS
NAB owned financial planning group Apogee will focus on boosting client experiences around financial planning to expand its reach into those not currently accessing advic...
INDUSTRY NEWS
ASIC enforcement activities have led to three advisers receiving jail sentences in the first half of 2015, the regulator reveals....
INDUSTRY NEWS
Australian ETF assets rose by 3.76 per cent since the March quarter, and stood at $18.29 billion in the June quarter. ...
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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...
So we are now underwriting criminal scams?...