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FINANCIAL PLANNING
INDUSTRY NEWS
Licensees are being reminded to take prompt action once their licence is granted as ASIC cancels the AFSL of a Sydney firm....
INDUSTRY NEWS
Just two financial advice licensees have commenced operations and seven ceased over the past two weeks, while total adviser numbers slip below 15,600 yet again....
INDUSTRY NEWS
ASIC has told the Senate economics committee that it expects the requirement for superannuation trustees to check Statements of Advice won’t be “highly prescriptive” and ...
INDUSTRY NEWS
Financial services firm Fiducian has added two new franchisees to its national advice network, one based in Victoria and the other in Northern Territory. ...
INDUSTRY NEWS
Appearing before the Senate economics committee, WT Financial managing director Keith Cullen has described the first tranche of QAR legislation as a “ticking time bomb” i...
INDUSTRY NEWS
Licensees are figuring out how to navigate the annual superannuation performance test to avoid any clients being stuck in affected funds and whether they need to start ru...
INDUSTRY NEWS
The corporate regulator has made a suspension and a cancellation of the AFSL of two Queensland-based firms. ...
INDUSTRY NEWS
As the FAAA and FSC prepare to appear before the Senate economics committee today to discuss the QAR, the date coincides with one year since the government published its ...
INDUSTRY NEWS
Tighter legislation is being urged around anti-hawking laws to prevent ‘dodgy advisers’ from scamming consumers to switch superannuation funds. ...
INDUSTRY NEWS
Licensees are being urged to be more flexible with their compliance obligations as advisers say they have lost sight of how the rules actually work....
INDUSTRY NEWS
With financial advice firms exploring 4-day work weeks, 65 per cent of employees say they would be happy to work extended hours over four days with the finding transcendi...
INDUSTRY NEWS
As clients exhibit their willingness to “test the waters” with their wealth providers, an EY leader underscores why client retention is vital for financial advice firms ...
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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...