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FINANCIAL PLANNING

INDUSTRY NEWS

Investigations into the fall of Opes Prime have led ASIC to unveil a series of alleged market manipulations from a Melbourne businessman....

INDUSTRY NEWS

Industry stalwart Louise Biti has launched a new business offering aimed at assisting financial advisers deal with providing aged car advice....

INDUSTRY NEWS

Legg Mason moves to attract retail investors and SMSFs by dropping initial investment minimums to $30,000....

INDUSTRY NEWS

AMP's super product AMP Flexible Super has notched up over $10 billion in assets under management this month....

INDUSTRY NEWS

The Accounting Professional and Ethical Standards Board (APESB) has issued a revised standard covering forensic accounting standards....

INDUSTRY NEWS

Henderson Global Investors has further grown its Australian presence with the launch of a new fund — the Henderson Global Equity Fund....

INDUSTRY NEWS

While the financial advice industry remains subject to much surveillance and scrutiny, the regulators are 10 years behind in bringing mortgage brokers to task, some claim...

INDUSTRY NEWS

Non-aligned planners can vertically integrate but not by using current business models....

INDUSTRY NEWS

Managed discretionary accounts (MDAs) should be customised for individual clients, both to manage diverse expectations and meet new regulatory guidelines, an adviser says...

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) has moved to stamp out misleading terminology that has led some pensioners to believe they are earning a highe...

INDUSTRY NEWS

Planners are losing opportunities to offer scaled advice at lower costs by using traditional modelling software....

INDUSTRY NEWS

The Financial Planning Association (FPA) will push for more realistic standards and reforms under the Tax Advisers Services Act (TASA) in the new year, including tax-dedu...

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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 4 days 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 4 days 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 6 days 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 ...

3 weeks 3 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

5 days 13 hours ago