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FINANCIAL PLANNING

INDUSTRY NEWS

Wealth management group Praemium has reported a 70 per cent jump in funds on its SMA platform....

INDUSTRY NEWS

Beacon head of compliance replaced after former staffer leaves to start compliance service....

INDUSTRY NEWS

Kohler-founded Eureka Report obtains an AFSL to deliver buy-and-sell advice....

INDUSTRY NEWS

A lack of investment in the development of entry-level staff sees shortage of assistant financial planners and paraplanners....

INDUSTRY NEWS

AIOFP has created an external compliance review service accessible to members from 1 February. ...

INDUSTRY NEWS

The ICAA believes the Abbott Government’s first budget will more likely focus on spending cuts than tax breaks....

INDUSTRY NEWS

Roy Morgan research indicated business confidence had a steeper fall than expected in December, with many negative factors contributing to the dip....

INDUSTRY NEWS

Educational programs launched by some vertically integrated dealer groups are nothing more than a product push to advisers, says Anne Fuchs....

INDUSTRY NEWS

Boutique Financial Planners Principals' Group (BFPPG) has renewed its push for transparent licensee ownership disclosure, hoping the rounding off of FOFA reforms will all...

INDUSTRY NEWS

The threat of regulatory change has outranked cyber crime and PR disasters as the greatest risk to the financial services industry, a survey shows. ...

INDUSTRY NEWS

FOFA reforms have not impacted recruitment within financial services, with some businesses looking to increase staff numbers....

INDUSTRY NEWS

Financial planning software house AdviserLogic has announced it now directly receives 26 investment data feeds covering over 200 platforms....

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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...

2 weeks ago

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

3 weeks ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

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

2 weeks 1 day ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

4 weeks ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

2 weeks 5 days ago