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Financial planning
The superannuation choice of fund proposal has been on the Federal Government’s to do list since the Coalition came to power in 1996. And while the Government considers i...
Financial planning
Fund managers and financial planners are not servicing high net worth clients ef-fectively and fail to meet their needs according to a Melbourne planner and portfo-lio ma...
Superannuation
Tower Life Australia hopes to raise $40 million from its new Protected Equity Bond which is being distributed direct to investors via a call centre....
Financial planning
For years the Australian financial services industry has looked across the Pacific for future trends, but none of the US behemoths have grabbed a stranglehold on the reta...
Financial planning
“This issue is a huge sleeper and it makes John Laws look like a bloody Franciscan monk.”...
Financial planning
Three years ago, it was a small blip on the financial planning radar screen. Today, Professional Investment Services is a powerhouse of financial planning and has plans t...
Financial planning
Whatever your opinion on the merits of the GST, the time has come to change all your systems to implement the new regime. ...
Financial planning
In mid August, the Treasurer released a consultative paper on the application of the GST to financial services. Funds managers, life and general insurers, trustees of sup...
Financial planning
“How deeply entrenched are soft dollar commissions in the financial services industry?”...
Financial planning
Financial planners may have a far higher success rate than most other small businesses, but there’s still plenty of room for improvement. Zilla Efrat asks some of the ind...
Financial planning
Regulation is a tricky balancing act for our financial services watchdogs. Tom Collins puts the case for less proscription on the latest batch of proposals from ASIC....
Financial planning
Financial planners holding insurance broking licences should take note of a recent ASIC warning about disclosure of commissions....
Financial planning
Commission disclosure for life insurance products is no stranger to controversy. Gareth Cosslett asks if the latest battle, concerning two pieces of key financial service...
Financial planning
This year is shaping up as the year the US goliaths finally make their mark on the Australian retail financial services landscape....
Financial planning
By offering choice to employees, the superannuation industry is boosting the demand for financial advice. But super funds are going head to head with financial planning g...
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Podcast
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...
So we are now underwriting criminal scams?...