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Financial planning
A new report from Forbes Insights and Temenos surveying wealth managers and high net worth individuals (HNWIs) underscores the importance for private banks to continue th...
Financial planning
The Institute of Public Accountants has made a direct call for accountants to be re-enabled to have ‘broader and deeper holistic conversations’ with clients....
People & Products
Copia Investment Partners has announced the appointment of Mani Papakonstantinos to the role of distribution manager covering Victoria and Western Australia....
Financial planning
The latest report of the Banking Code Compliance Monitoring Committee has revealed that the number of complaints relating to financial advice was barely discernible when ...
Financial planning
The Institute of Managed Accounts Professionals has told the Royal Commission that managed accounts should be regarded as a form of advice rather than as a product....
Financial planning
Industry Super Australia has objected to exempting personal financial advice from product design and distribution obligations, arguing planners need to be held responsibl...
Financial planning
The Australian Securities and Investments Commission has made clear it believes product manufacturers should not seek to dictate to advisers under new financial product d...
Financial planning
Financial planners should use technology to position money management as a central component of financial advice, according to Moneysoft....
Funds management
IOOF Holdings said net inflows in funds under management, administration and advice (FUMA) reached $270 million for the first quarter of 2019....
Policy & Regulation
SEEK data has shown that the Royal Commission has led to a direct increase in compliance and risk roles being mandated by clients across all sub-segments of the financial...
Financial planning
Despite the bad press, 38 per cent of small to medium enterprises (SMEs) and 20 per cent of advised consumers say the Royal Commission will make them even more likely to ...
Financial planning
While Australians who receive professional financial advice value it highly, new research released by the Association of Financial Advisers has confirmed that cost and th...
Policy & Regulation
The regulator has banned Spectrum Wealth Advisers’ Gurumukh Singh Mehra from providing financial services for three years after surveillance showed he failed to act in hi...
Financial planning
Advice businesses will find the future increasingly challenging unless they can gain the necessary advantages of scale, according to a new report from Fortnum Private Wea...
Financial planning
The investment research provider said it will it provide formal recommendations on how financial advisers should vote in the best interests of their clients on investment...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...