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FINANCIAL PLANNING
INDUSTRY NEWS
BT will provide wealth management services to People’s Choice Credit Union, and offer model portfolio offering enhancements....
INDUSTRY NEWS
OneVue extends its SMSF reach with acquisition of Super Managers Australia SMSF administration capability. ...
INDUSTRY NEWS
ISA chief executive, David Whiteley, has accused the major banks of lobbying for the return of sale commissions for financial advice....
INDUSTRY NEWS
AMP offers cost reductions to customers using its North platform....
INDUSTRY NEWS
An Australian Securities and Investment Commission (ASIC) review supports the rule changes affecting dark trading made last year....
INDUSTRY NEWS
The FPA signals a 10-point plan which would see product-related advice subject to regulation and salespeople precluded from being called financial planners/advisers....
INDUSTRY NEWS
ANZ will bring financial planning to retail shop fronts as part of a pilot program to showcase its range of advice options....
INDUSTRY NEWS
Financial planning practices on the market are being heavily overpriced because their sellers have failed to adopt a profit-based skew, a broker believes. ...
INDUSTRY NEWS
Australian clients are the most satisfied with their advisers in Asia, and come second in all major global markets, Legg Mason research showed....
INDUSTRY NEWS
An embarrassed ASIC has imposed license conditions on Comm FP and Financial Wisdom as short-comings in compensation arrangements are revealed....
INDUSTRY NEWS
CBA says it has worked with customers to “put things right”, after the corporate regulator moved to address inconsistent compensation to customers of two CBA-owned planni...
INDUSTRY NEWS
FPA uses Comm FP’s continuing troubles to restate case for separating product from advice....
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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?...