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Financial planning
The country's biggest financial services licensees are scrambling to compile significant amounts of data ahead of this Friday’s deadline for the regulator’s industry audi...
Editorial
Financial planners and dealer groups should take advantage of uncertain economic times and show leadership, writes Todd Kardas....
Financial planning
AFSLs say some external compliance providers need to lift their game....
Financial planning
Financial reform taking place both globally and in Australia is minor tinkering rather than change that will underpin safer financial markets....
Policy & Regulation
The taxation regime needs be more robust to catch breaches of the Superannuation Industry Supervision Act, according to the chief executive of Opez, Cindy McDonald....
Funds management
Scores of fund managers struck out on their own earlier this decade, leaving institutional homes to make their own fortunes in boutique companies. So why are many now jum...
Superannuation
The chairman of the Government’s Super System Review, Jeremy Cooper, said SMSFs may be the way of the future as more people seek to take control of their retirement savin...
People & Products
Professional Investment Services is recruiting for a number of people to fill key compliance, research and product development functions within its head office....
Financial planning
ASIC has been called on to be more transparent about the purpose of its current comprehensive audit of Australian Financial Services Licensees (AFSLs)....
Editorial
Mark Halsey takes a look at recommendation two of the PJC inquiry into financial products and services and its potential implications for the industry....
Editorial
With the financial advice industry likely to experience a flurry of merger and acquisition activity in the wake of the global financial crisis, Nick Brinkworth outlines s...
Superannuation
Reform to self-managed super funds (SMSF) could cause greater complications in the sector, says Townsend Business & Corporate Lawyers principal Peter Townsend....
Financial planning
Financial planners continue to grapple with customer relationship management (CRM) and platform systems, and integration is once again becoming a key concern....
Financial planning
Mortgage brokers have been going through an evolutionary period since the new National Credit Protection Legislation came into effect on January 1, and the challenges the...
Editorial
The long-term effort required to ensure best practice in your financial planning business can reap significant dividends, writes Chandar Varadhan....
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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...