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AUSTRALIAN FINANCIAL SERVICES
Financial planning
The board of Australian Financial Services Group (AFS Group) has backed the company's chief executive, Peter Daly, in the face of reports of adverse comments attributed t...
Financial planning
ASIC has warned on increasing level of fraud, particularly based out of the Gold Coast....
Financial planning
The Australian Securities and Investments Commission (ASIC) has cancelled the Australian Financial Services Licence (AFSL) of financial advice firm Ferguson No 2....
Financial planning
The Australian Securities and Investments Commission (ASIC) has cancelled the Australian Financial Services Licence of Melbourne-based practice FP Investment Partners....
Superannuation
The unfolding SMSF story is an interesting one, according to Damon Taylor. The sector has enjoyed significant growth and success in recent years and is here to stay, but ...
Financial planning
Westpac has restructured its divisions and recruited a key executive, Brian Hartzer, from Royal Bank of Scotland....
Financial planning
Australian financial services companies will have an opportunity to access Asian investors at the fifth Asian Financial Forum in Hong Kong....
Financial planning
The Australian Securities and Investments Commission (ASIC) has cancelled the Australian financial services licences of Adelaide business Mark Power Financial and Mark Ra...
Financial planning
The financial services regulator has raised several concerns with respect to financial advice provided at the Australian Financial Services (AFS) Group, and will impose a...
Policy & Regulation
Restoring accountants' licensing exemption is a positive development that will drive accountants and financial planners closer together, according to Patron Financial Adv...
Financial planning
Matrix Financial Planning is seeking expressions of interest to sell 100 per cent of the business to an external investor....
Financial planning
The Australian Securities and Investments Commission (ASIC) has accepted an enforceable undertaking (EU) from Opus Capital, a responsible entity for 14 unlisted property ...
Editorial
The sole purpose test has governed the operations of Australian superannuation funds for nearly two decades but, as Mike Taylor reports, it may require some reinterpretat...
Financial planning
Platform provider Onevue is about to finalise new contracts with a number of advisory groups to expand the distribution of its UMA platform....
Editorial
Samantha Hills provides tips for financial planners on how to manage and avoid conflicts of interest when dealing with clients, ahead of the proposed FOFA changes....
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MARKET INSIGHTS
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...