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Financial planning

Coin Financial Planning Software has acquired a 50 per cent stake in back-office financial planning software provider Olicc....

Financial planning

AXA has constructed a new professional indemnity insurance deal for its advisers that, according to independent research, will set their premiums around 50 per cent lower...

Editorial

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Financial planning

Industry associations broadly welcomed the introduction of the Simpler Regulatory System Bill into the House of Representatives yesterday....

Financial planning

These two new stories are from different sources and have in common that the underlying cause of the complaint could have been so easily avoided. The other thing they hav...

Financial planning

A series of advertised competitions offering prizes as an incentive to ING superannuants to consolidate their super into ING’s super products is remarkable for both the n...

Superannuation

The topic of self-managed superannuation funds (SMSF) seems to be replacing investment property conversation at more and more baby boomers’ weekend barbecues....

Financial planning

Dealer group Financial Lifestyle Solutions is about to embark on an educational program designed to teach its key advisers and insurance brokers the skills needed to oper...

Financial planning

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Financial planning

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Financial planning

Financial planning dealer group Australian Financial Services Group has signed a heads of agreement to acquire a strategic stake in The Salisbury Group for an undisclosed...

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Financial planning

Financial Services Partners (FSP) has purchased a newly-launched management tool aimed at eliminating the ‘people risks’ involved in the financial services business....

Superannuation

Brisbane-based self-managed superannuation funds administrator Super Concepts has warned that a boost in ATO compliance staff could see poorly run self-managed funds losi...

Financial planning

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Financial planning

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months 2 weeks ago

A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rule...

3 weeks 2 days ago

Prime Minister Anthony Albanese has confirmed who will succeed Stephen Jones to serve as the Assistant Treasurer and Financial Services Minister. ...

5 days 3 hours ago

ASIC has permanently banned a former Perth adviser after he made “materially misleading” statements to induce investors. ...

2 weeks 2 days ago