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INDUSTRY NEWS
Financial planning organisation State Super Financial Services have deployed Midwinter's cloud-based Advice OS platform in the first stage of its business transformation,...
INDUSTRY NEWS
New research confirms age discrimination is declining with more workers willing to stay in work beyond age 65....
INDUSTRY NEWS
Some retirement products are inherently complex to effectively generate income streams and it is up to the industry communicate the benefits to customers....
INDUSTRY NEWS
Fixed income broker, FIIG Securities, has launched a managed income portfolio service, allowing investors to have an integrated offering with a fund manager and direct bo...
INDUSTRY NEWS
Jamie Wickham has been appointed as Morningstar’s new head of product and client solutions, Asia-Pacific to drive product development and client solution activities....
INDUSTRY NEWS
Privately owned financial planning group Fitzpatricks Private Wealth has signed another senior planner from a competitor, the second move of its kind in the past month....
INDUSTRY NEWS
A specialist financial services lawyer has questioned whether planners can be held negligent for not recommending SMSFs to super fund members with high account balances....
INDUSTRY NEWS
Former NAB financial planner, Graeme Cowper, is suing the ABC over its reporting of allegedly poor financial advice provided by the bank’s advisers....
INDUSTRY NEWS
A change in attitude towards money and out-dated trust fund structures were acting as a lethal combination, leading to increased trust fund disputes....
INDUSTRY NEWS
The term robo-advice needs to be better defined as reflecting its current focus on compliance and risk profiling instead of actual advice, according to the head of an adv...
INDUSTRY NEWS
Despite being more worried about retirement income shortfall, Australian women gave less thought towards planning forward than men....
INDUSTRY NEWS
Planning group signs with superannuation and corporate compliance software to offer accountants licensing solution....
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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?...