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FINANCIAL PLANNING
INDUSTRY NEWS
AMP is offering grants of up to a million a year to Australians who are looking to make a mark of society, but lack the financial backing. ...
INDUSTRY NEWS
The level of proportionate liability for the actions of planners and licensees has been made uncertain after the Federal Court contradicted itself in recent ruling....
INDUSTRY NEWS
The Financial Planning Association’s (FPA) response to the Commonwealth Bank financial planning fallout has elicited a scathing retort from the Association of Independent...
INDUSTRY NEWS
The full acquisition of ANZ Trustees by Equity Trustees has been completed with the two groups now set to begin a five year referral and product development agreement....
INDUSTRY NEWS
ASIC has secured an interim order preventing Vault Market Pty Ltd and its director, MD Anamul Amin, from carrying on a financial services business without an Australian F...
INDUSTRY NEWS
ASIC has suspended the licence of Finance Technology Securities (FTS) after concerns it was inappropriately recommending double gearing strategies....
INDUSTRY NEWS
A number of CBA planners have declared their anger at comments made by the FPA chairman, Matthew Rowe....
INDUSTRY NEWS
Industry Super Australia (ISA) has been accused incorrectly blaming the banking industry’s interests for a post-Future of Financial Advice (FOFA) return to a commissions’...
INDUSTRY NEWS
ASIC has acknowledged the CBA’s new compensation and review processes by reminding the banking group of its ongoing breach reporting obligations....
INDUSTRY NEWS
Investors who were encouraged to invest in what a Federal Court judge called “a Ponzi scheme” will have to pay 30 per cent of the costs of their financial adviser’s appea...
INDUSTRY NEWS
Brisbane-based financial planning practice Tupicoffs has become one of the few Australian planning firms to sign a Declaration of Independence, proclaiming it free of all...
INDUSTRY NEWS
Standard Life Investments has had its Global Absolute Returns Strategy included on BT Wrap. ...
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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...