COMMISSIONS

Financial planning

The merger between high-end financial planning groups Centrestone Wealth Management and the Berkley Group, initiated in April 2005 to maintain their independence, has cul...

Financial planning

Industry superannuation funds figurehead Gary Weaven has used superannuation fund performance data to take a swipe at the FPA’s recently launched Value of Advice Campaign...

Financial planning

Australian fund managers spend a lot of time and money wooing financial advisers with junkets, increasingly complex products and, of course, much-debated trail commission...

Financial planning

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Financial planning

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Financial planning

Newcastle-based dealer group Forsythes Financial Services has been forced to retract an advertisement the Australian Securities and Investments Commission considered misl...

Life/Risk

ING has repackaged its entire life insurance range into a single product, introduced two new types of cover and will allow client to access family discounts, as part of a...

Financial planning

THERE’S at least one financial planner out there who views the emergence of reverse mortgages as a compliment to financial planners...

Financial planning

With the FPA’s television commercials set to begin screening in two weeks, the association has gone into warm-up mode, with chief executive Kerrie Kelly today distributin...

Superannuation

If there’s a constant in the ongoing industry debate over net benefits to super fund members, it is the regularity with which the key players have asked the Australian Se...

Superannuation

The gentle rumble that was self-managed super has grown into a resounding roar over the last few years. I guess it’s for all the right reasons – a sense of control, the p...

Financial planning

What do the Australian Securities and Investments Commission (ASIC) and the Australian Consumers Association (ACA) really want from financial services? What can be left o...

Financial planning

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Financial planning

The corporate regulator’s 12-page example SOA has been welcomed by the FPA, but criticised by the Federal Opposition for still being too long....

Financial planning

A new project will examine the value of independent advice and will determine the number of Australian financial advisers that consider themselves to be independent, as w...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 1 week ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

1 week 1 day ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

2 weeks 3 days ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

3 weeks ago
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