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Financial planning
The National Institute of Accountants' name change to the Institute of Public Accountants (IPA) was aimed at gaining members recognition for their qualifications, and has...
Superannuation
The growing market for retirement community homes presents a great opportunity for financial planners to serve as independent coaches in a complex area riddled with traps...
Financial planning
The Financial Services Council (FSC) is already emerging as a beneficiary of the Financial Planning Association's (FPA's) drive to become a professional association, with...
Financial planning
Some planners and certainly some industry funds support ASIC's view on the use of asset-based fees....
Financial planning
Intra-fund advice should be included in the opt-in debate due to a lack of transparency regarding the way industry super funds finance it, according to Association of Fin...
People & Products
In its aim to strengthen its brand, the Association of Financial Advisers (AFA) has appointed a marketing and strategy manager....
Financial planning
Concerns have been raised about ASIC appearing to unilaterally urge consumers away from asset-based fees....
Financial planning
Lonsdale wants to help its planners articulate the real meaning of the value of advice....
Accounting
National Institute of Accountants members vote overwhelmingly to change names and embrace 'Public Accountant' designation....
Financial planning
The Government has launched a website dedicated to helping consumers better understand and manage their finances....
Financial planning
National Australia Bank has announced that its deputy chief executive, Michael Ullmer, and the UK chief executive, Lynne Peacock, will be stepping down later this year....
Financial planning
Trust Company Limited is looking to become the region's pre-eminent independent trustee....
Financial planning
Over Fifty Group has changed its name to Centuria Capital to more accurately reflect its business model as a diversified funds manager....
Financial planning
A new survey has revealed that financial services bosses are better regarded than most - but not by much....
Financial planning
ASFA wants the Government to extend capital gains tax relief for fund mergers to protect members' interests....
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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...